Advisors Capital

Every market cycle brings its fair share of doomsday predictions. But is a recession really on the horizon, or is the noise drowning out the bigger picture? ACM’s CIO Chuck Lieberman breaks down the latest economic data, the Fed’s next moves, and what advisors should be watching beyond the headlines. If your clients are asking about recession risks, this is a must-read. Read Chuck's full commentary here: https://lnkd.in/gJTxS2_h #MarketOutlook #RecessionRisk #InvestmentStrategy #FinancialAdvisors

JoAnne Feeney, Partner & Portfolio Manager at Advisors Capital, joined Bloomberg Intelligence to break down the risks shaping today’s markets: Economic growth is losing steam – Survey data is showing clear signs of a slowdown. Tariffs are squeezing both consumers and businesses – Higher costs don’t just hit shoppers, they hit producers relying on imported parts. Stock selection is critical – Avoid policy-sensitive names and look to AI and data centers for stability. Concentration risk is a ticking time bomb – 30-35% of a portfolio in just 7 companies? That’s not strategy—that’s gambling. Now is the time to diversify, de-risk, and position for income. ?? Hear JoAnne’s full take starting at 14:40 on Bloomberg Intelligence: https://lnkd.in/gR5cHSzB #PortfolioStrategy #MarketInsights #FinancialAdvisors #InvestmentManagement

Market shifts demand a smart strategy. JoAnne Feeney, Partner & Portfolio Manager at Advisors Capital, joined CNBC's 'Squawk on the Street' to break down how tariffs are impacting markets—and where investors can find resilience. ?? Watch now: https://bit.ly/41G4LoB #MarketInsights #FinancialAdvisors

Last week, the S&P 500 hit two record highs—only to pull back as economic uncertainty and renewed tariff fears set in. The temptation to chase market momentum is strong, but now is the time for selective investing, not blind optimism. What investors should watch: Policy risks – Tariff threats and rising deficits could impact corporate margins. Market valuation – The S&P 500 trades well above historical averages. Growth opportunities – AI and innovation are creating new winners beyond the usual suspects. Instead of following the crowd, investors should focus on fundamentals and long-term value. Read more on why FOMO shouldn’t take the reins: https://lnkd.in/g5cxhg3v #Investing #Finance #StockMarket

Your clients have unique needs—shouldn't their investments reflect that? At Advisors Capital, we offer custom-built private accounts for advisors who want more than just a standard model portfolio. Here’s what sets us apart: - Tailored private accounts—built to fit individual client needs. - Direct access to real portfolio managers—because insights shouldn’t be filtered through layers of red tape. - Active management & tax efficiency—helping clients keep more of what they earn. Whether you need a customized approach or efficient, high-quality model solutions, we’ve got you covered. See how we can help: https://lnkd.in/gaus7PNR #FinancialAdvisors #PrivateAccounts #InvestmentSolutions #PortfolioManagement

?? Market Trends & Fed Outlook: Key Takeaways from ACM partner and portfolio manager Dr. JoAnne Feeney on Bloomberg today... Consumers still spending, but risks ahead – Tariffs could tighten budgets, with lower-end retailers struggling while online, off-price, and affordable luxury sectors hold strong. Major risks remain – Geopolitics, cost-cutting, tariffs, and cyber threats could shake markets. Hedging and income strategies (TGT, KMI, CVX, BMY) may help manage volatility. ...and more. ?? Watch JoAnne’s full segment here (starts at 25:13): https://bit.ly/3CZ13N9 #MarketOutlook #InvestmentStrategy #FederalReserve #EconomicTrends #PortfolioManagement #GrowthStocks

One Size Does Not Fit All—Why Investment Strategies Must Evolve... ??Short-Term Gains vs. Long-Term Sustainability – Many companies prioritize short-term profits, but planned obsolescence can create risks, from reputational damage to regulatory scrutiny. ??Growth Cycle Matters – Startups need capital to survive, early-stage firms reinvest aggressively, and mature companies balance growth with shareholder returns. Each stage requires a different investment approach. ??Diversification is Key – Investors must align their portfolios with their goals and risk tolerance. A well-structured portfolio considers a company’s lifecycle and long-term viability. Learn more in our latest commentary: https://bit.ly/3QsVSrO #Investing #Markets #Finance #PortfolioManagement

Change is inevitable—how are your clients positioned? Markets shift, policies evolve, and new opportunities emerge. Helping clients navigate these transitions with a proactive strategy is key to long-term success. Read our latest market commentary: https://bit.ly/4jVBZHt

Dr. JoAnne Feeney, Partner & Portfolio Manager at Advisors Capital, shares her insights on the future of AI, AMD, and data centers. In this interview, she discusses: ??AI’s transformative role in tech ??AMD’s potential in the AI boom ??How data centers are driving AI growth Watch the full interview for Dr. Feeney's market outlook: https://bit.ly/40OEPVX

Rising long-term rates are here to stay—what does that mean for your investments? From the housing market to business lending and corporate debt, our latest commentary breaks it all down. Don’t miss these key insights, read now! https://bit.ly/3WJZjhw #Finance #Markets