Videos - Adviser Investments

Jim Lowell on Bloomberg: ‘A Perfect Time to Stay Diversified and Disciplined’

Chief Investment Officer Jim Lowell appeared on Bloomberg Radio to parse rising markets, glimmers of hope in the economic data and the recent spike in coronavirus cases. Among other topics, Jim discussed the sharp, difficult lesson dealt by the virus and the subsequent rebound that keeps running, his thoughts on the potential impact of a second wave of COVID-19 and areas where video-conference technology has unleashed productivity growth.

Jim Lowell Talks Fidelity Funds on Money Life With Chuck Jaffe

Chief Investment Officer Jim Lowell appeared on the Money Life with Chuck Jaffe podcast to discuss how to judge fund manager performance in incredibly volatile markets like the one we’re experiencing now and the value of incorporating health care funds into your portfolio. He also offered his take on a handful of Fidelity funds of interest to Chuck Jaffe’s listeners.

Jim Lowell on CNBC: Market Builds Bridge Over Very Troubled Waters

Chief Investment Officer Jim Lowell appeared on CNBC World to discuss the potential for a return to some economic normalcy in the third or fourth quarter this year. Jim cautions that those hopes may be built on the quicksand of conjecture unless and until a COVID-19 vaccine becomes available. He also notes that this is a great time for active managers to come to the fore with selective stock-picking.

Lowell on NBC 10: Better Times by Late Third-Quarter 2020?

Chief Investment Officer Jim Lowell appeared on NBC 10 to discuss the ongoing debate about reopening the country and stifled economic growth. Jim said that it looks like the country may be headed toward better times late this year if reopening goes reasonably well.

Jim Lowell on NBC 10: Global Vaccine Currently a ‘Pipe Dream’

Chief Investment Officer Jim Lowell appeared on NBC 10 to discuss the stock market’s reaction to early promising signs of a COVID-19 vaccine by Moderna. Jim said that right now the medical data is hopeful, but it’s only hopeful. Plus, he noted, thoughts of manufacturing a vaccine on a global scale are mere pipe dreams for now.

Lowell on NBC 10: Congress Should Invest in Infrastructure, Education

Chief Investment Officer Jim Lowell appeared on NBC 10 to discuss income provisions in new relief proposals being floated by some members of the Senate. Jim explained why he doesn’t think throwing money at the problem makes a lot of sense, and would rather see bipartisan investments in infrastructure and the technological inroads that would lead to a more equitably educated workforce.

Wiener’s Barron’s Roundtable: Our Active Management Conviction

Amid economic unknowns and epidemiological uncertainties, Dan illustrates how we’re continuing to stick with our investment discipline and pursuing long-term growth opportunities for our valued clients, and notes that the very same strategies and funds are found in our company’s retirement plan—just one of the ways we keep our interests aligned with our clients’.

Lowell on NBC10: Tripadvisor Layoffs a Travel Industry Bellwether

Chief Investment Officer Jim Lowell appeared on NBC 10 Tuesday to discuss Tripadvisor’s announcement of 900 layoffs and the shuttering of its Boston office. Jim explained the pandemic is likely to have a multi-year impact on global travel, and domestic trips will be disrupted for months to come. Jim also warned that Tripadvisor could be a bellwether for the travel industry; more pain may lay ahead.

Separating Pandemic Noise From Investment Signals

Actions to curb the coronavirus pandemic forced our slow-growth economy into recession, putting an end to the 11-year stock bull market—from a human, economic and market viewpoint, the virus’ spread has taken a swift and steep toll. But despite the challenges, we believe that opportunities remain for long-term investors with well-diversified portfolios. And we’re all in this together. This webinar is your chance to hear from some of our chief investment strategists as they discuss how our firm handles volatile markets with investors like you.

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