May 26, 2023
Andy Kapyrin, co-chief investment officer at CI RegentAtlantic Private Wealth, says that in past debt-ceiling debates -- notably heated times like 2011 and 2013 -- stock market investors made times volatile, creating an incentive for Washington to act, but with current volatility being muted, Kapyrin sees ratings...
May 25, 2023
Mike Foss, former partner at Brown Advisory and former manager of the Brown Advisory Equity Income fund, says he expects a slowdown, but high inflation and low unemployment leave us without the makings for a strong recession. Meanwhile, he believes interest rates will remain 'higher for longer than bond market...
May 24, 2023
Scott Wren, senior global market strategist for the Wells Fargo Investment Institute, says that he is expecting economic contraction for the last half of the year and into 2024, but notes that the market looks ahead and tends to get optimistic about half way through a recession. He's not expecting the economic...
May 23, 2023
Alan McKnight, chief investment officer at Regions Asset Management, says that the market is being buffeted by a lot of forces, but is mostly climbing the wall of worry, making it a time to be neutral between stocks and a recovering bond market, staying more domestic over international in both fixed income and equity...
May 22, 2023
Pulitzer Prize-winning journalist Gretchen Morgensen, co-author of 'These Are the Plunderers: How Private Equity Runs—and Wrecks—America,' discusses the wide-ranging impacts that private equity firms are having in America, running a large percentage of nursing homes of private equity and hospital emergency...