ETFs offer a route to much-needed bond market liquidity
Read the Financial Times opinion piece written by Henry Timmons, and Michael Contopoulos, who make the case that fixed-income ETFs may be a solution for investors in an otherwise notoriously illiquid area of the market.
Richard Bernstein on Masters in Business
Rich joins Bloomberg Radio host Barry Ritholtz to share his expertise and insights on a variety of investment topics, including quantitative analysis, market trends, and investment strategies.
The U.S. Is Scaring Off Foreign Investors. Is It Becoming Uninvestible?
“Today’s macro fundamentals are the opposite,” Matt Poterba explains in Barron’s article. “If we are correct that inflation and interest rates will remain higher for longer, international markets’ sector exposure might boost performance.”
Michael Contopoulos on Fast Money
Michael Contopoulos joins the conversation with former Bridgewater CIO, Rebecca Patterson, about the Fed rate policy on CNBC Fast Money
First Republic, SVB, Credit Suisse Show How Higher Interest Rates Caught Up With Banks
“There’s a huge illiquidity in the corporate bond market,” said Michael Contopoulos, director of fixed income at Richard Bernstein Advisors.
It’s Still Unstable After the Swiss Avalanche
This weekend has been reminiscent of some of the worst experiences of 2008, when equities went into free fall. Now, the stock market is not trading anything like that.
Dan Suzuki on Squawk on the Street
Dan Suzuki joins CNBC Squawk on the Street to discuss why the market’s performance mirrors last year’s image and where the opportunities are now.
CNBC | May 22, 2023
Dan Suzuki on The Close
“I think very little,” explains Dan Suzuki when discussing the impact the of the US federal debt standoff on equities on Bloomberg The Close with Romaine Bostick and Scarlet Fu.
Bloomberg | May 16, 2023
Michael Contopoulos on The Close
Michael Contopoulos joins Bloomberg The Close to discuss the debt ceiling and current market moves.
Bloomberg | May 09, 2023
Dan Suzuki on The Exchange
“The main debate and balance that we have to struggle with is the balance during the next 5- 10 months versus the 5-10 years,” states Dan Suzuki in response to Kelly Evans on CNBC The Exchange.
CNBC | May 08, 2023
Richard Bernstein on The Close
If the fed is going to continue to tighten, if monetary conditions are going to continue to tighten, we should expect more banks to have trouble,” responds Richard Bernstein to Scarlet Fu on Bloomberg The Close. (Rich joins at 1:28:40)
Bloomberg | May 02, 2023
Michael Contopoulos on The Open
“Inflation, inflation, inflation, that’s what matters,” states Michael Contopoulos in response to Jonathan Ferro on Bloomberg The Open about the Fed and potential of them raking interest rates again this week.(He joins at 8:15)
Bloomberg | May 01, 2023
Richard Bernstein on Power Lunch
“The notion that only these 10 or 15 mega cap stocks are the only companies that are going to grow in the entire world is such an incredibility bearish outlook on the future of capitalism and the future of economic growth anywhere in the world.”
CNBC | Apr 28, 2023