Videos - Adviser Investments

Financial Sector Earnings Reflect Slow-Growth Economy

Jim Lowell, chief investment officer at Adviser Investments, shared market analysis with CNBC’s “Squawk Box” Wednesday. Jim discussed the financial sector’s first-quarter earnings data that reflects continued profit opportunities within our current slow-growth, not no-growth economy. He also noted that upcoming earnings reports from bellwether tech companies—in particular their outlook for the months ahead—will likely need to be favorable for this growth-oriented market rally to continue.

Earnings Show Healthy, Stable Financial System

Chief Investment Officer Jim Lowell appeared on Bloomberg Radio Tuesday to provide his views on the markets through the lens of early first-quarter earnings reports. Jim discussed what he’s seen from bellwether financial institutions and the health of both the financial system and the strength of the borrowers (corporations big and small, as well as consumers). Jim said that he sees relatively good news ahead in first-quarter earnings and other data that continues to suggest that our economy is not running on empty.

Qualcomm Up 23% After Apple Settlement

Adviser Investments Senior Vice President Chris Keith has the market analysis for Tuesday, April 16. The S&P 500 index ticked up 0.1% while the Dow Jones Industrial Average and NASDAQ Composite each climbed 0.3%. Chris discussed investors’ positive response to first-quarter earnings reports thus far, as well as homebuilders’ increased optimism in April, an encouraging sign as the spring homebuying season gets underway. He also looked at Apple and Qualcomm’s legal settlement of a royalties dispute.

Health Care ETFs Slump

Chairman Dan Wiener joined CNBC’s “ETF Edge” to discuss the slumping medical sector. Health Care Select Sector SPDR fund and iShares Dow Jones US Health Care ETF respectively dropped 2% and 5% this past month as a result of rising drug prices, uncertainty related to the Affordable Care Act and Senator Bernie Sanders’ recent “Medicare-for-All” proposal. Dan noted that Johnson & Johnson and Pfizer carry heavy weight in large health care ETFs—currently representing around 15% of combined holdings. As a result, these sector funds suffer when either of these stocks declines.

Manufacturing Rebounds as Markets Approach Records

Adviser Investments Vice President Charlie Toole has the market analysis for Monday, April 15. The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite each slipped 0.1% on light trading, with markets remaining near record highs as first-quarter earnings reporting season commences. The New York Fed reported that manufacturing activity rebounded this month from March’s nearly two-year low and new orders came in higher than expected—a strong sign for future activity. Charlie also discussed Goldman Sachs’ disappointing earnings report and CVS’ bounce on favorable media coverage in Barron’s.

ETFs Wall Street Loves to Hate

Chairman Dan Wiener spoke with CNBC’s Bob Pisani about recent performance of some of the most heavily shorted ETFs: SPDR Retail, VanEck Semiconductors and SPDR Oil & Gas E&P. Dan noted that trading volume remains relatively low with traders acting relatively bullish despite the markets being at or near record highs.

Dan Wiener: Active Managers in Health Care Sector

Chairman Dan Wiener spoke with CNBC’s Bob Pisani about what the year’s lightest trading volumes tell us about the mood on Wall Street. Dan also discussed what he looks for in mutual fund managers and why he favors active managers instead of ETFs, especially in the health care sector.

Chevron Announces $33-Billion Anadarko Purchase

David Mastroianni, strategic account executive at Adviser Investments, has the market analysis for Friday, April 12. Major U.S. stock indexes advanced on strong bank earnings reports, with the Dow Jones Industrial Average, S&P 500 and NASDAQ up 1.2%, 0.7% and 0.5%, respectively. Chevron made headlines with its announced $33 billion purchase of Anadarko Petroleum. The combined entity will be the second-largest energy company in the U.S.—Chevron’s stock closed the day down 5% while Anadarko surged 32%.

Uber Files IPO

Brian Mackey, deputy director of research at Adviser Investments, has the market analysis for Thursday, April 11. Major U.S. stock indexes remained relatively flat and closed with mixed results. The Dow Jones Industrial Average and NASDAQ fell 0.1% and 0.2%, respectively, and the S&P 500 saw fractional gains. Meanwhile, Uber filed paperwork to launch its IPO with a target valuation of up to $100 billion. The SEC filing showed that the company lost $1.8 billion in 2018. Also making headlines, Amazon CEO Jeff Bezos warned shareholders of the potential for “multibillion-dollar failures” on some company projects. Amazon’s stock closed the day down 0.2%

Bank CEOs on Capitol Hill

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Wednesday, April 10. Major U.S. stock indexes advanced, with the Dow Jones Industrial Average seeing fractional gains and the S&P 500 and NASDAQ up 0.2% and 0.7%, respectively. The Federal Reserve dominated headlines, and Federal Open Market Committee minutes from its March meeting reflected cautious optimism and the likelihood of maintaining the 2.25% to 2.50% target rate through the remainder of 2019. Meanwhile, CEOs from several of the nation’s largest banks—including Bank of America, Citigroup, JPMorgan Chase and State Street—provided Congressional testimony related to financial sector regulatory efforts.

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