Videos - Adviser Investments

Lowell on CNBC World: Tech Rally May Not Be Out of Steam

Jim Lowell appeared on CNBC World  to discuss whether the stunning rally in the tech sector can continue, and how the upcoming U.S. elections may impact market volatility.

Lowell With Maria Bartiromo: Markets Lower After Yesterday’s Tech Rebound

Chief Investment Officer Jim Lowell appeared on Fox Business.

Lowell With Maria Bartiromo: Investors Care More About Uncertainty Than Politics

Chief Investment Officer Jim Lowell appeared on Fox Business’ “Mornings With Maria” to explain that, politics aside, investors tend to breathe a sigh of relief once uncertainty dissipates in the aftermath of an election. He also discussed positive trade talk coming out of China and how while tech stocks may be a bit overpriced, he’s not seeing a bubble in the broader market.

Lowell on CNBC: Stocks Erase Losses After Upbeat Econ Data

Chief Investment Officer Jim Lowell appeared on CNBC to discuss recent housing market data, including the impact of people leaving cities in search of more suburban compounds as a result of COVID-19.

Lowell on Bloomberg Radio: Managing Investments as U.S.-China Tensions Rise

Chief Investment Officer Jim Lowell appeared on Bloomberg Radio to discuss the latest market trends, including why the stock market and the medical reality on the ground are so far apart at this point in the pandemic. And why gold, a poor investment for many, is also paradoxical: people like it when they fear the economy is collapsing, and also when they’re worried things are overheating. Lowell went on to explain how heightened rhetoric between the U.S. and China has (and hasn’t) impacted his investment approach.

Lowell on CNBC: Gold’s a Tactic, Not a Strategy

Chief Investment Officer Jim Lowell spoke with CNBC about gold, cash and how investors can stay disciplined during this still-fragile recovery.

Lowell With Maria Bartiromo: Don’t Bet Against the Fed

Chief Investment Officer Jim Lowell appeared on Fox Business’ “Mornings With Maria” to provides his views on why he sees slow growth, not no growth ahead for the U.S. economy. Jim offered some reasons why we’re not going to let our near-term risk guards down any time soon, but also not take our long-term growth gloves off. He also looked at the simultaneous rallies in the stock and bond markets.

Take Your Pick: Recession or Recovery?

Amid economic recession and rising COVID-19 cases nationwide, markets have retested record territory. But despite the challenges and heightened uncertainty of investing during crises, we believe that opportunities remain for long-term investors with well-diversified portfolios.

This webinar is your chance to hear from 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. We hope you find our insights helpful and informative—thank you for watching!

Lowell Warns Against FOMO-Driven Trades In Still-Volatile Markets

Chief Investment Officer Jim Lowell gave his outlook on the second half of the year on CNBC,  warning investors not to let the fear of missing out lead them to chase either tech’s high-fliers or low-hanging value stocks.

Lowell on CNBC: Focus on the Fundamentals in Q3

Chief Investment Officer Jim Lowell appeared on CNBC to discuss some reasons for cautious optimism in the current markets, including the potential for health care sector outperformance, even as the overall environment justifies a near-term defensive posture and a focus on the fundamentals.

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