In The News

June 20, 2017

Is the sell-off in tech over?

The tech sector is likely to remain relatively strong in the medium term, says Jim Lowell, Adviser Investments.

May 30, 2017

Why a pullback is a buying opportunity

In his May 23 CNBC interview, Jim explains that while the markets are long overdue for a 10% pullback, odds have been rebuilding for a rate hike in the June 13–14 Fed meeting. The reason: the U.S. consumer is fully employed, and job figures ranging from wages to job quality to hours worked are on the rise. While these fundamentals are in place, a pullback is a buying opportunity, not a selling opportunity.

May 16, 2017

MoneyLife Market Call with Jim Lowell

In his talk with MoneyLife, Jim explains how while the the index fund and ETF revolution is gathering assets at a rapid clip, investors in those products are making an assumption that low cost means low risk. When you're investing in loftily valued markets, index funds become increasingly risky compared to funds actively run by skilled managers.

May 10, 2017

VIX is at a 23-year low. Now what?

Jim Lowell cautions against overexuberance but says he remains "cautiously optimistic" on the U.S. markets.

April 27, 2017

Administration is speaking ‘big league’ but needs to deliver

In this interview with CNBC Pro, Jim argues that when it comes to tax reform, health care, and other policy promises made by the Trump administration, more evidence is needed that the Trump administration will actually deliver on those promises, and fairly soon. Jim gives his thoughts starting at 0:49.

March 31, 2017

Jed Weiss Speaks to Jim Lowell About His Leave of Absence

Jed Weiss, manager of International Growth (FIGFX) which we own in our Aggressive Growth Growth and Growth & Income model portfolios, and also manager of International Small Cap Opportunities (FSCOX), has announced that he will be taking a personal leave of absence from June 15 through November 29.

February 03, 2017

Not an easy road ahead for growth

In this interview with CNBC, Jim Lowell notes that the U.S. jobs numbers continue to surprise in upside, against the backdrop of a strong U.S. consumer in terms of income, spending and savings rates. Lowell also noted that he expects a heightened volatility in the market place within the first 100 days of the Trump administration.

December 22, 2016

Be selective within markets, sectors in 2017

CNBC – December 21, 2016

November 21, 2016

Breaking Fidelity News: Abigail Johnson to Become Fidelity Chairman

File this breaking news under, “I told you so”. Fidelity has just announced that, after nearly 60 years at Fidelity, Edward C. Johnson III is retiring, and that Abigail Johnson will succeed him as chairman of FMR LLC, Fidelity’s parent company. Abigail Johnson has been in de facto charge of running Fidelity for more than a handful of years, and by mid-December, her leadership of the company will be made formal.