Charles Rinehart, CFA, CAIA, Chief Investment Officer at Johnson Asset Management recently contributed to the ChartMasters segment for Asset TV. In this video Charles explains the Fed’s history of cutting rates too late and the forces that can hinder economic growth. “Fed Cuts Helpful, But Not All-Clear”. Asset TV, 10/10/2024
Brandon Zureick, CFA, Managing Director and Portfolio Manager, shares his perspective on the Federal Reserve's decision to cut interest rates by half a percent. He notes that while the change may not significantly alter economic conditions, it does convey a clear message to businesses and consumers that the Fed is committed to lowering interest rates. "Interest rate cuts bring good news, but consumers may not feel a huge impact” Spectrum News 1 9/21/2024
Managing Director of Research & Senior Portfolio Manager Brian Kute, CFA, emphasizes the importance of investing in quality small and mid-cap (SMID) companies in this Financial Advisor article. Read more here about our approach in Brian’s article “An Approach To Future-Proofing Mid- And Small-Cap Portfolios.” Financial Advisor 8/15/2024
Johnson Asset Management was honored to have our recent Bond iQ written by Research Analyst, Kristen Rettig, CFA, featured in the 2024 Third Quarter Georgia Association of Public Pension Trustees Newsletter.
Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Worldwide Developers Conference’s expected announcement of new artificial intelligence features, nothing that in the extremely competitive AI market it is important that Apple can start showing progress. “Apple Is Under Pressure to Deliver on AI at Monday’s WWDC Event.” Wall Street Journal 6/10/2024
In a recent Asset TV Masterclass, Brandon Zureick offered perspective on risks and opportunities in Fixed Income markets. Along with Brian Kennedy of Loomis, Sayles & Company, the conversation covered treasury issuance trends, the current environment in credit markets, the growth of Private Credit, as well as themes that could impact inflation and interest rates going forward.
Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the Fed’s decision to keep rates steady at the most recent FOMC meeting with Spectrum News 1, noting that the Fed pushed back a bit on the notion they are going to be lowering rates in the very near term. “The Federal Reserve isn’t moving so fast on cutting rates” Spectrum News 1, 2/4/2024
Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on how the large bank failures that occurred in early 2023 have continued to impact the banking industry. Noting how these failures may increase regulations on all banks moving forward. "Last year’s SVB Signature Bank failures are now costing Ohio banks hundreds of millions of dollars.” Cleveland.com, 1/26/2024
Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the interest rate outlook for 2024 with Spectrum News 1, noting that steady interest rates and slowing economic growth could bring positive developments for consumers. “Consumers May See Some Relief in 2024” Spectrum News 1, 12/31/2023
Johnson Asset Management was honored to have our recent Equity iQ written by Managing Director of Research & Senior Portfolio Manager, Brian Kute, CFA, featured in the 2023 Third Quarter Georgia Association of Public Pension Trustees Newsletter.