Portfolio Manager Gus Scacco, M.B.A. appeared on Bloomberg on March 3, 2026 to discuss the recent market volatility driven by geopolitical tensions and shifting investor sentiment. In the interview, he explains how Advisors Capital Management evaluates periods of uncertainty by monitoring key indicators such as GDP trends, corporate earnings, interest rates, and market volatility measures like the VIX. Scacco also highlights the importance of maintaining a diversified portfolio across sectors including technology, consumer staples, industrials, defense, and energy infrastructure while staying focused on long term fundamentals rather than reacting to short term market movements.
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