Oct 31, 2023

Tom Samuelson, chief investment officer at Vineyard Global Advisors, says that the market is showing signs of breakdown, and while you can still find one or two indicators that are positive, the bearish signs are out and suggesting that there's a downturn coming, though he thinks the decline will stop short of being a...

Oct 30, 2023

Brij Khurana, fixed income portfolio manager at Wellington Management, says he expects the Federal Reserve to pause in its rate hiking cycle at its meeting this week, though that doesn't mean there won't be another rate increase at the next meeting if conditions warrant it. And under current conditions, Khurana says he...

Oct 27, 2023

Adam Hetts, global head of multi-asset at Janus Henderson Investors, says the economy is somewhere between a soft and hard landing, but that anyone expecting a mild recession should watch for it to last about nine months, but with the market bottoming out typically a few months before the recession ends, investors will...

Oct 26, 2023

Larry Adam, chief investment officer at Raymond James, says he expects a recession at the start of next year, but he's not nervous about it because much of the damage is already priced in and the downturn is likely to last six months, rather than the 10 months of an average recession. Moreover, with the stock market...

Oct 25, 2023

David Goerz, chief executive officer at Strategic Frontier Management, says it seems "like we're muddling along at zero and sometimes we're in recession and sometimes we're not." It feels like a recession, he notes -- and it has had almost all of the key statistics at various times -- but without the unemployment issue...