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Webinar: Tariffs, Trade and Trump

Markets have reentered record territory, and even with the challenges and unknowns we face, we believe that the current environment offers opportunities for long-term investors with well-diversified portfolios. This webinar offers a valuable opportunity to hear from some of our chief investment strategists—Chairman Dan Wiener, Chief Investment Officer Jim Lowell, Director of Research Jeff DeMaso, Vice President Steve Johnson and Equity Research Analyst Kate Austin—as they discuss critical subjects for investors like you.

Lowell on CNBC: Volatile Markets Call for Actively Managed Portfolios

Chief Investment Officer Jim Lowell joined CNBC to share his perspective on recent interest-rate cuts and prudent investor strategies built to withstand market volatility. Jim emphasized his belief that the U.S. economy’s strong fundamentals did not validate recent rate reductions. Jim remarked, “Our Fed may be tipping a little more towards trying to be proactive rather than reactive—I think that’s dangerous: They need to remain data-dependent.” Jim further noted that the current investing environment reaffirms the need for investors to remain well-diversified with an actively managed portfolio that includes short-term bonds and cash.

 

Lowell on CNBC: Nervous Markets Call for a Balanced, Disciplined Investment Approach

Chief Investment Officer Jim Lowell appeared on CNBC World and discussed the market’s jittery mood in recent weeks, saying that though the data still shows a slow-growth economy here at home, there are clear threats to global growth and reason for investors to be nervous—but the Fed’s recent attempts to anticipate the market’s moves rather than react to them may further erode confidence.

Lowell on CNBC: Perspective on Dow’s 800-Point Drop

Adviser Investments’ Chief Investment Officer Jim Lowell appeared on CNBC’s “Squawk Alley” to share his perspective on the Dow Jones Industrial Average’s 800-point drop on August 14, 2019. Although that 3% pullback marks the index’s greatest point decline this year and the fourth-largest of all time, Jim noted that investors should be making sure that their short-term income needs are met and that their long-term goals haven’t changed in what he thinks will continue to be a “momentum-driven market with a lot of volatility.” Jim also emphasized that the investing environment will remain challenging “not just for nerves, but also for those of us who take our task seriously and put shareholder interests first.”

Stock Indexes Decline 3% but Long-Term Prospects Remain Strong

Adviser Investments Senior Vice President Chris Keith joined NBC10 on August 14, 2019 to comment on the day’s 3% declines for the Dow Jones Industrial Average, S&P 500 and NASDAQ Composite. Chris pointed out that although this market volatility can be worrisome for short-term investors, long-term economic indicators remain strong. In the meantime, he recommended that investors diversify with high-quality bonds that continue to “do their job” despite the fact that bond yields are currently experiencing multi-year lows.

Lowell on CNBC: Current Market Offers Long-Term Opportunity

Adviser Investments’ Chief Investment Officer Jim Lowell appeared on CNBC on August 9, 2019. Along with co-panelist Kristina Hooper, Jim discussed recession fears and where to find opportunity in the current investing environment. Highlighting small- and mid-cap emerging markets, dividend-growth stocks, and select health-care opportunities as potential bright spots, Jim noted, “Long-term, we think this is the kind of market that creates opportunities. Near term, we absolutely understand that it’s the day-to-day event-driven news that’s determining both the direction, the velocity and the volatility of the momentum.”

Overseas Markets Tumble

Adviser Investments Chief Investment Officer Jim Lowell has the market analysis for Friday, August 2. All major U.S. stock market indexes declined, with the Dow Jones Industrial Average, S&P 500 and NASDAQ Composite down 0.4%, 0.7% and 1.3%, respectively. President Trump announced on Twitter that Chinese imports should expect more tariffs, taking investors around the globe by surprise and sending Asian, European and U.S. markets down.

Stock Indexes Drop, Oil Down 8% on Tariff News

Adviser Investments Vice President Chris Hagan has the market analysis for Thursday, August 1. All major U.S. stock indexes declined after one of the most volatile trading days of 2019. The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite fell 1.0%, 0.9%, 0.8%, respectively. In addition to discouraging manufacturing and construction spending data, investors also responded to President Trump’s announcement for an additional 10% of tariffs on $300 billion of Chinese imports. Benchmark 10-year Treasury yields fell to a nearly three-year low. Oil prices also fell nearly 8%, marking the largest single-day decline since early 2015. Meanwhile, Pinterest’s stock jumped 14% in after-hours trading after second-quarter revenue shot up by 62%.

Fed Cuts Key Rate for First Time Since 2008

Andrew Busa, financial planner at Adviser Investments, has the market analysis for Wednesday, July 31. Major U.S. market indexes declined, with the Dow Jones Industrial Average and NASDAQ down 1.2% and the S&P 500 falling 1.1%. A two-day meeting concluded today with the Federal Reserve cutting interest rates and ending the policy of shrinking its balance sheet. In the job sector, unemployment is still at historic lows—July’s reports showed private payroll numbers rose by 156,000, higher than the expected 150,000.

Capital One Hit by Massive Data Breach

David Mastroianni, account executive at Adviser Investments, has the market analysis for Tuesday, July 30. All major U.S. stock market indexes declined, with the Dow Jones Industrial Average, S&P 500 and NASDAQ Composite down 0.1%, 0.3% and 0.2%, respectively. Capital One fell nearly 6% after a hacker was arrested after stealing data of more than 100 million of its customers. In tech, Apple’s second-quarter earnings beat expectations even after iPhone sales fell shy of estimates.

Pfizer Stock Down After Announcing Mylan Deal

Todd Peters, senior vice president at Adviser Investments, has the market analysis for Monday, July 29. U.S. indexes closed with mixed results: The Dow Jones Industrial Average rose 0.1% while the S&P 500 and NASDAQ Composite fell 0.1% and 0.4%, The Federal Reserve is set to cut rates for first time since 2008 in hopes of preventing a potential downturn in the economy. In the market, Pfizer’s stock announced merging its Upjohn business with Mylan. The stock was down 3% though, due to shortcomings in revenue estimates.

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