CONTRIBUTORS
Guest Contributor
Charles T. Maxwell
Fed Cuts, Slaying Dragons and S&P Record
In this video Bernhard Koepp shares his perspective on the highly anticipated Fed rate cut. Hi there. This is Bernhard Koepp at C.J. Lawrence. We got the 50 basis points cut out of the Fed yesterday, which was highly anticipated, and the market is celebrating today making an all-time new high for the S&P 500 […]
C.J. Lawrence’s Strategies Hit $3 Billion UIT Sales Milestone at Advisors Asset Management
Innovative portfolio approach captures long-term market trends, with flagship Bulldog Portfolio contributing $2 billion to total UIT sales. New York, NY — September 9, 2024 —C.J. Lawrence (CJL) is pleased to announce that according to the Advisors Asset Management (AAM) August 13, 2024 press release, AAM exceeded $3 billion in cumulative unit investment trusts (UIT) […]
The Carry Trade Recovery and Slowing Growth Ahead
In this video, C.J. Lawrence’s Portfolio Strategist Terry Gardner explores recent market activity and its potential impact on future growth.
Big tech, gen AI, Warren Buffett and more: CJ Lawrence explores recent market activity
See what’s impacting the markets and where we’re keeping a close eye on risk and rewards.
Current Market Volatility, Capital Spending Conundrum, and Elections
In this video, Bernhard Koepp shares his perspective on the stock market based on productivity growth, potential Fed rate cuts, and forecasts for strong corporate earnings.
Special Report: Trump Trade 2.0 on Yahoo Finance’s Opening Bid
It’s a critical time for this country and also for investors. The recent assassination attempt on former President Donald Trump has intensified focus on the 2024 presidential race. This was the topic of a recent discussion on Opening Bid between Yahoo Finance Executive Editor Brian Sozzi, CJ Lawrence Investment Manager and Portfolio Strategist Terry Gardner, […]
Sell in May and go away? Not so fast…
In this video, Bernhard Koepp shares his perspective on the stock market based on productivity growth, potential Fed rate cuts, and forecasts for strong corporate earnings.
Consecutive Double Digit Earnings Growth is Bullish, Terry Gardner CJL Market Commentary 050224
In this video, Terry Gardner looks back at the market turmoil surrounding the early days of the Covid-19 epidemic.
CJ Lawrence in AAM Viewpoints — The U.S. Manufacturing Renaissance Is Taking Shape
The CJ Lawrence team was recently featured in Advisor Asset Management’s Viewpoints series, sharing how the United States has become an increasingly attractive destination for global manufacturers, fueling what many call America’s manufacturing renaissance. A few key takeaways: Factors such as easy market access, favorable demographics, and low-cost energy have made the U.S. attractive to […]
Climbing the Wall of Worry – Are We in a Bubble Q1 2024
In this video, Bernhard Koepp gives a detailed review of the reasons behind the strong Q1 2024 performance of the US equity markets and reviews some of the investment themes followed by CJL’s investment management team.
Lessons Learned From the Onset of the Pandemic, Terry Gardner, C.J. Lawrence Market Comment 031124
In this video, Terry Gardner looks back at the market turmoil surrounding the early days of the Covid-19 epidemic.
2023 Market Recap and Outlook, Bernhard Koepp, C.J.L. 1.3.24
In this video, Bernhard Koepp summarizes 2023 as a year of exceptional performance, but active management needed to catch up with concentrated market gains. As he looks at 2024, calling it a year of potential, he offers advice for a patient and selective approach. This is Bernhard Koepp from C.J. Lawrence wishing you a happy […]
Turkey Dinner Deflation, Soft Landings, and Onshoring Opportunities, Terry Gardner, C.J.L.12.6.23
In this video, Terry Gardner talks about the post-Thanksgiving market, covering inflation’s impact on holiday meals, the broader economic landscape of rates, inflation, and growth, and explores promising sectors like industrials for 2024 earnings potential. Hi everyone, it’s Terry Gardner from CJ Lawrence, coming to you from Midtown Manhattan. It’s Wednesday, December 6th. […]
Investing in Innovation: A Conversation with Terry Gardner
In a recent interview with Jason Raznick, CEO of Benzinga on the Raz Report podcast, Terry Gardner, Investment Manager and Portfolio Strategist at CJ Lawrence, shared valuable insights about innovation-focused investing. Their wide-ranging discussion touched on various market-related topics, including Terry’s unique approach and potential investment opportunities in innovation. Let’s dive into the key takeaways: […]
Mid-Summer Market Update, Bernhard Koepp, C.J. Lawrence Commentary, 7/21/23
Hi there. This is Bernhard Koepp at CJ Lawrence. It is July 21st, and I wanted to give you a midsummer update on what we’re seeing in the markets. Our second quarter letter has gone out to clients. It’s been quite a year. The second quarter was another positive quarter. There is a saying in […]