On Bloomberg, CEO and CIO Nancy Tengler noted that markets often move past geopolitical shocks faster than expected, focusing instead on strong fundamentals like margins and earnings. She pointed to consumer resilience supported by potential stimulus and tax relief, while acknowledging energy volatility.
CEO and CIO Nancy Tengler joined Fox Business with a clear message: markets reward those who act before the headlines catch up. She points to strong fundamentals, rising earnings, and resilient margins as signs the bottom is in. Plus, where she’s been adding across tech and housing.
Laffer Tengler Investments CEO and CIO Nancy Tengler joined UBS financial advisor Ryan Lynch on “Mornings with Maria” to weigh in on the landmark ruling holding Meta and Google liable for teen harm, and what it could mean for Big Tech investors going forward. Tengler also addresses recession risks amidst the current conflict with Iran in this segment from Fox Business.
Laffer Tengler Investments CEO and CIO, Nancy Tengler, joined Charles Payne on Fox Business to share why she remains optimistic amid market volatility. From Palantir’s explosive commercial growth to Spotify’s pricing power and TJX’s resilient consumer appeal, Nancy breaks down which stocks she’s adding — and why fortress balance sheets, real wage growth, and long-term thinking matter more than short-term headlines.
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, views geopolitical shocks like a potential war in Iran as short-term disruptions that can create long-term buying opportunities. She notes markets tend to overreact, then recover, highlighting software stocks as especially attractive given their strong fundamentals despite recent pullbacks.
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, says investors should refocus on fundamentals, not short-term narratives. She favors integrated tech leaders like Microsoft and ServiceNow, plus cybersecurity names like CrowdStrike. Meanwhile, she warns against companies that miss key pivots, citing Adobe as an example.
While the Iran conflict has rattled markets, Laffer Tengler Investments CEO & CIO Nancy Tengler sees reason for optimism. Drawing on historical precedent, she suggests that stocks have tended to rebound sharply following major geopolitical crises — and this time may be no different. For long-term investors, the current volatility may present more opportunity than risk.
When oil prices spike, energy stocks can look like an obvious win — but Laffer Tengler Investments CEO & CIO Nancy Tengler urges a measured approach. Despite current market turbulence, she suggests that panic-selling may not be warranted, though chasing the rally carries its own risks. Energy companies are cyclical by nature and have historically underperformed over the long run, even through major price surges. For her firm, the focus remains on software and infrastructure names for the long term.
Despite geopolitical turbulence, Laffer Tengler Investments CEO & CIO Nancy Tengler remains confident that AI spending will continue — and that Nvidia stands to benefit. While the stock has traded sideways, she notes it isn’t overvalued, and draws a comparison to Amazon’s decade-long plateau before its historic run. Her view: this may be a name worth holding for the long term.
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joined CNBC’s “Power Lunch” to discuss how investors should think about the escalating situation with Iran. Tengler noted that energy now represents a much smaller share of GDP and household spending than in past decades. While the best-case scenario is that “we’re done in a couple of weeks,” she advised investors to hunker down, focus on fundamentals, and maintain diversified portfolios as the economy continues to show strength beyond the geopolitical headlines.
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