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Market Outlooks
Strategas Insight: Here’s to Ten More Years
Throughout the second half of last year, we highlighted a growing concern over the double-barreled risk of potential policy errors on both monetary and trade fronts. Indeed, data in 1Q2019 has softened.
Market Outlooks
AAM Viewpoints: Valuation Brief - Size, Sector, and Style
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Since the 4th quarter sell off, equity markets have come back with a vengeance. The S&P 500 is up 13.11% year to date (as of 3/15/19), while the S&P 400 is up 14.39%, and S&P 600 is up 12.42%. With such a rally already on the books, I want to hone in on where we still see some value.
Investing Ideas
Navigating Change in China
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Barings’ Global Head of Equities, Ghadir Cooper, assesses the transformation of China’s economy, and explains why investors should be encouraged by the country’s decisive policy actions.
Fixed Income Insights
The Potential Benefits of Global Senior Secured Loans
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In the current environment, senior secured loans are gaining traction for their potential to offer a blend of attractive yield and protection against both credit and interest rate risk.
Market Outlooks
Market Week in Review: Right-side up again? The latest on the U.S. Treasury yield curve
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On the latest edition of Market Week in Review, Senior Investment Strategist Paul Eitelman and Research Analyst Brian Yadao discussed the recent U.S. Treasury yield-curve inversion, progress in trade talks between the U.S. and China and the latest Brexit developments.
Market Outlooks
From Curve Inversion to Value Conclusion?
The hot topic of the week is the inversion of certain yield curve metrics as evidenced by the near hyperbolic increase in web searches for “recession” and “yield curve.” We have written about the curve’s inversion over the last 18 months and why the broad market interpretation may be a bit skewed today than it has in the past, with a few highlighted here.
Market Outlooks
It seems the jobs market has been drinking a bit of JOLT
Every month, the Bureau of Labor Statistics compiles the Jobs Openings and Labor Turnover Survey (i.e. JOLTS). The JOLTS program queries 16,000 private nonfarm businesses and government entities in the 50 states and the District of Columbia on timely employment topics, including job openings, hires, and layoffs.
Active/Passive Management
The Power of "AND" eBook
Active and passive investing: Uncover the power of "AND".
Business Development
Don't break your team
A 10-part checklist for getting your service model execution right without crushing your team.
Market Outlooks
Yield Curve Inverts: Now What?
On Friday of last week, the yield curve finally inverted ever so slightly, but does it mean a recession is on the horizon?
Retirement
What volatility means for retirement plan participants
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Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.