All Videos

Chairman Dan Wiener appeared on CNBC’s “ETFA type of security which allows investors to indirectly invest in an underlying basket of financial instruments (these may include stocks, bonds, commodities or other types of instruments). Shares in an ETF are publicly traded on an exchange, and the price of an ETF’s shares will fluctuate throughout the trading day (traditional mutual funds trade only once a day). For example, one popular ETF tracks the companies in the S&P 500, so buying a share of the ETF gets an investor exposure to all 500 companies in the index. Edge” to talk about the tumult in the Chinese markets, including why investing with active managers who have boots on the ground is necessary to steer through this rocky stretch.

Chief Investment Officer Jim Lowell appeared on Fox Business to discuss expectations that investors will eventually have to give up some of the accumulated gains over the last 12 months. There’s a collective sense that the rug is about to be pulled out, Jim said, but when you look at the fundamental data, the U.S. consumer is in fine shape. With ongoing stimulus measures, infrastructure spending coming and ample jobs there for the taking, he thinks the market still could have some room to run.

Chief Investment Officer Jim Lowell discusses the impact the infrastructure legislation may have on the markets and economy.

Chief Investment Officer Jim Lowell appeared on Fox Business to discuss his expectations for Thursday’s revised estimate of first-quarter GDP. Jim explained that while the economy is getting closer to a “reopening version of a return to normal,” we won’t see normal until the economy can stand on its own two feet without support from the Federal Reserve. He also provided an in-depth look at the financial sector and its role to play in moving the economy forward.

Chief Investment Officer Jim Lowell appeared on Fox Business this week to discuss the strong start to earnings season and how the U.S. economy is performing relative to the rest of the world.

Chief Investment Officer Jim Lowell appeared on Fox Business to discuss the resurgence of value stocksA stock that is statistically cheap as a multiple of its earnings or book value, as compared to the overall stock market. in the first quarter and how the vaccine rollout and further stimulus will impact the global economy for the rest of the year.

Chief Investment Officer Jim Lowell appeared on CNBC World to discuss the long- and short-term impacts of the new stimulus bill, as well as tech sector prospects and Asia’s economic recovery from the pandemic.

Chief Investment Officer Jim Lowell appeared on CNBC World to discuss the recent GameStop short squeeze and how much it matters to markets going forward. Jim sees two significant rails that markets will remain on in the months ahead: Vaccination distribution and stimulus relief. He also addressed some areas he has been focused on—battleship balance-sheet companies, global small- and mid-cap stocksA financial instrument giving the holder a proportion of the ownership and earnings of a company., more traditional value sectors—during the latest round of market volatilityA measure of how large the changes in an asset’s price are. The more volatile an asset, the more likely that its price will experience sharp rises and steep drops over time. The more volatile an asset is, the riskier it is to invest in..

Jim Lowell appeared on CNBC World to discuss why stocksA financial instrument giving the holder a proportion of the ownership and earnings of a company. have continued to climb, including investors’ belief that massive stimulus may be coming down the pike. He went on to talk about possible tax hikes, Tesla and other investment trends to watch in 2021.

Chief Investment Officer Jim Lowell appeared on Fox Business to help calm investors’ jangled nerves in the aftermath of yesterday’s turmoil in Washington. Jim said the fundamentals continue to suggest that—with the aid of massive stimulus—this is an economy that’s going to remain in recovery mode. He also noted the heightened potential for major infrastructure spending in the months ahead and into 2021 with Democrats taking control of the Senate.