Dr. JoAnne Feeney, Portfolio Manager and Partner at Advisors Capital Management, joined Bloomberg to discuss the market implications of recent Supreme Court decisions, the importance of Federal Reserve independence, and how regulatory uncertainty could affect corporate investment. She also shared her perspective on continued AI-driven investment and why diversified, selective portfolio strategies remain important in today’s environment.
Interview Date: June 30, 2026
Key Takeaways
Fed independence remains a key market concern: Dr. Feeney noted that any weakening of Federal Reserve independence could contribute to higher systemic inflation, creating challenges for both the economy and investors.
AI investment may continue, but policy uncertainty matters: While demand for AI infrastructure remains strong, Dr. Feeney cautioned that shifting regulatory approaches could introduce new risks for companies investing in AI, data centers, and related technologies.
Diversification remains essential amid uncertainty: With changing rules around regulation, corporate investment, and market leadership, Dr. Feeney emphasized the importance of selective, diversified strategies across multiple areas of the market.
Advisors Capital Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any degree of skill or training. All investing carries risk, including the potential for the loss of principal and past performance is no guarantee of future results. This content is for informational purposes only, can change at any time without notice, and is not investment advice or a recommendation to trade any security. Indices are not available for direct investment. We only provide services in jurisdictions where we are registered. Our disclosure brochure (ADV Part 2A) and customer relationship summary (ADV Part 3) are available at https://adviserinfo.sec.gov and upon request.
