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Market Outlooks
Weekly Investment Commentary: With stocks again at record highs, where do we go from here?
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A rally on Friday helped stock markets finish slightly higher for the week. Investors were cheered by a stronger-than-expected jobs report, which showed the U.S. economy is continuing to improve. Corporate earnings news was also generally good, which helped sentiment. For the week, the S&P 500 Index rose 0.2%.
Market Outlooks
AAM Viewpoints: Regardless of Outcome, The U.S.-China Trade Dispute May Accelerate the U.S. Manufacturing Renaissance
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Most reports suggest that trade talks between the U.S. and China are progressing at a measured pace and that an agreement is near completion. The expectation that a deal will be reached looks to be priced into the stock market, so a positive outcome would likely be met with sighs of relief instead of champagne corks popping.
Market Outlooks
Weekly Fixed Income Commentary: Treasury yields decline on global growth concerns
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U.S. Treasury yields declined across all maturities last week, led by the short end of the yield curve. Weak economic data in Europe triggered the mid-week decrease, although Treasury yields declined less than European yields. The decline continued Friday with U.S. GDP data showing underlying weakness. The Federal Reserve (Fed) meets this week, but we don’t expect any significant news.
Market Outlooks
AAM Viewpoints – Corporate Bond Trends
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In the 4th quarter (Q4) investors began preparing for the credit cycle to come to an end and concerns mounted related to potential corporate downgrades. Corporate spreads widened during Q4 and presented opportunities for investors in lower investment grade and high yield credits as Q1 2019 was a strong quarter for risk assets. The ICE BofAML US Corporate BBB Index spread tightened by 52 basis points (bps) and BB credits are 140 bps tighter than they finished 2018 (see the Option Adjusted Spread (OAS) changes in the table below). High yield bonds have rallied more so far this year making BBBs look cheap on a relative basis. The lowest investment grade bonds, rated in the BBB range, lagged high grade credits in Q4, but were up 5.57% in Q1 and have annualized 7.91% over the past 10 years.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Advisor
The growth of fee-based advice has led to a more holistic approach of consulting with today’s individual investor. Because of the efficiency and improved outcome of the
approach, holistic offerings as well as the use of goal-focused service is here to stay and the centerpiece that drives the approach is account aggregation.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
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Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
Market Outlooks
Economic and Capital Market Review
Clark Capital's Client Portfolio Management Team shares our latest assessment of five key economic indicators and investment ideas for today's markets.
Goals/Needs-Based Investing
Behavioral Advisor: The Power of Planning
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Planning is a powerful tool to help investors succeed and achieve better outcomes. The table below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50.
Market Outlooks
Asset Allocation Viewpoints
Our Asset Allocation Viewpoints can help you have more actionable conversations with clients. Get the latest thinking from our Asset Allocation Committee—comprised of some of our most senior investment professionals—to find out what’s resonating with other intermediaries.
Client Life Events
Asset Transfer and Legacy Planning
As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. Discover insights on family dynamics and a tool to help you develop a strategy for key clients.