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.
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.
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
CNBC | Mar 21, 2023
Michael Contopoulos on Real Yield
Michael Contopoulos joins the round-table conversation with host, Katie Greifeld, Nuveen's Tony Rodriguez, and Societe Generale's Subadra Rajappa
Bloomberg | Mar 17, 2023
Richard Bernstein on CNBC Power Lunch
Rich joins Power Lunch to discuss forces that drive valuations, the growing speculation bubble and what stocks work in the current economic environment.
CNBC | Mar 16, 2023
Michael Contopoulos on The Open
“Credit markets are priced to perfection,” explains Michael Contopoulos on Bloomberg The Open with Jonathan Ferro.
Bloomberg | Mar 13, 2023