Author: Zito Partners

Thornburg Investment Management's Ben Kirby on Yahoo Finance

What’s next for the market if the economy is late cycle – Markets are in the green due to optimism for upcoming earnings and a pause in the U.S.-China trade conflict. Yahoo Finance’s Jen Rogers and Heidi Chung discuss with Thornburg Investment Management’s Head of Investments Ben Kirby on how if the economy is late cycle, what this means for earnings and the Fed’s next meeting.

GenTrust's Olivier Sarfati quoted in The Wall Street Journal

U.S. Stocks Climb to Start a Busy Week of Earnings Earnings generally have beaten analysts’ expectations, despite the slowing global economy U.S. stocks inched higher Monday to start a busy week of corporate earnings, while investors continued to track developments in the U.K.’s divorce from the European Union. This is the busiest week of the […]

Tortoise's Teal Energy Deal in AdvisorPerspectives

The Teal Energy Deal: The Fastest And Least Expensive Way To Reduce Global Carbon Emissions Imperative to reduce global CO2 emissions Energy demand growing through electrification Source of energy supply shifting to low-carbon fossil fuels and renewables Transition to cleaner energy can happen quickly and economically U.S. exporting low-cost energy to the rest of the […]

Tortoise's Nick Holmes in Bloomberg

Crude Rallies as Draw in U.S. Fuel Stocks Outweighs Crude Build Domestic oil inventories expand by the most in five months Futures move into positive territory hours after report Oil turned positive hours after a U.S. government report showed large declines in fuel inventories, outweighing a bigger-than-expected crude build. Futures rose 1.1% in New York […]

Thornburg Investment Management's Lon Erickson in Advisor Perspectives

A Top Bond Manager Explains His Bottom-up Approach Lon Erickson, CFA, is a portfolio manager and managing director for Thornburg Investment Management. He joined Thornburg in 2008 and was made portfolio manager and managing director in 2010. Tell me about your role at Thornburg, the management style you employ and the funds you oversee. I […]

Cento Amici Annual Dinner & Auction featured in NJBiz

Cento Amici welcomes NJ real estate leaders as newest members Medal of Honor recipient Staff Sgt. David Bellavia added along with Jack Morris, Joe Marino The nation’s newest Medal of Honor recipient, Staff Sgt. David Bellavia, and New Jersey real estate developers and leaders Jack Morris and Joe Marino became the newest members of Cento […]

Tortoise's Rob Thummel in S&P Global

US upstream companies continue on conservative path in Q3 Cost discipline, drilling activity main items Capital budgets for 2020 seen possibly lower Some big operators still see efficiency gains E&P companies are expected to outline a conservative approach to future capital spending and activity levels when they release third-quarter earnings in the coming weeks. Companies […]

Steve Kalafer in NJBiz

Fields of dreams – or nightmares? Financing stadium construction can be a risky bet for cities Setting up a sports team can be expensive, so some municipalities have chipped in to build a stadium for a local club. New Jersey has a mixed record in this regard, since at least three minor-league baseball clubs — […]

GenTrust's Hugh Nickola quoted in The Wall Street Journal

U.S. Government Bond Yields Edge Away From 2019 Lows Yields snap a seven-session streak of declines U.S. government bond yields crept higher Monday, snapping a seven-session streak of declines. The yield on the benchmark 10-year Treasury note edged away from its 2019 low to settle at 1.553%, compared with 1.515% Friday. Yields, which rise when […]

Tortoise's Rob Thummel in the Wall Street Journal

Gloomy Economic Outlook Takes Toll on Oil Prices Crude’s recent rally is short-lived as fears over demand and output weigh on the industry Oil has erased essentially all of the rally that followed recent disruptions to Saudi Arabian output, underscoring how a darkening outlook for global growth continues to tamp down fuel prices. While lower […]

Tortoise's Brian Kessens on Yahoo Finance

Saudi Crown Prince says Saudi oil attack hit the ‘heart of the global energy industry’ – Saudi Crown Prince sat down with CBS’s 60 Minutes Sunday night, where he said the attack on oil refineries in Saudi Aramco hit the ‘heart of the global energy industry.’ Brian Kessens, Tortoise Managing Director & Senior Portfolio Manager of Energy, joins Yahoo Finance’s On The Move to discuss the latest and where we can expect oil prices to be in the near future.

Nancy Tengler's USA Today column on September 25

401(k) investors shouldn’t let fear or politics keep them out of the stock market I have two friends with opposite views. Both are bright women and have amassed a meaningful amount of wealth. One sold all her stocks when Barack Obama won the presidency. The other liquidated her portfolio of equities after Donald Trump’s election. […]