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Policy and Regulatory Commentary
Behavioral Advisor: Your Investments are Non-Partisan
With the election year fury reaching its apex, it is easy to believe that political outcomes in November will have a significant impact on your investments.
Market Outlooks
AAM Viewpoints – The Fomc Policy Change; Why Fixed Income Investors Should Pay Attention
This piece is approved to use with clients.
“Lower for longer” has been Federal Open Market Committee’s (FOMC) mantra since they stepped into the market during the final weeks of March.
Market Outlooks
AAM Viewpoints: Emergency Response Management: How Municipalities Are Responding To COVID-19
This piece is approved to use with clients.
Six grueling months into this battle against COVID-19, states and municipalities across the country know that even if they manage to successfully suppress the spread of the virus by year end, the fight will still be far from over.
Market Outlooks
Advisor Perspectives: CAPE is a Very Noisy Market Predictor
Analysts have many ways to estimate expected market returns. The challenge is to identify those few that provide usable information for making investment decisions. In this article, I discuss one of the common mistakes made in this type of analysis and why the cyclically adjusted PE (CAPE), developed by Robert Shiller, is not nearly as reliable a predictor of market returns as most claim it to be.
Market Outlooks
AAM Viewpoints: Don’t Distance From Your Friend – The Trend!
This piece is approved to use with clients.
In this digital age of streaming news amid a plethora of harrowing headline events, it may be advantageous to seek an analog perspective through the lens of technical analysis.
Market Outlooks
Inflation, Investments, and the Upcoming Election | Scott Colyer CEO/CIO AAM
AAM's CEO/CIO Scott Colyer speaks on inflation, investments, and the upcoming US presidential election.
Market Outlooks
Virus, The Fed, and Junk Bonds | Scott Colyer CEO/CIO AAM
AAM's CEO/CIO Scott Colyer speaks on the virus, the Fed, and junk bonds during the COVID-19 induced recession.
Market Outlooks
AAM Viewpoints: What If…? Reflections on a Potential Post-Covid New Normal
This piece is approved to use with clients.
As the coronavirus spread throughout the world shutting down economies only to reopen in fits and starts, people’s behavior patterns are changing, especially as it relates to travel, buying/shopping, vacations, higher education, entertainment, overall health practices and consumer consumption.
Market Outlooks
Behavioural Advisor: Beware Predictions and Magic Elixirs
The market and economy have gone through unprecedented events with a global pandemic, the shut-down of economies, massive government intervention and dramatic market swings.
Market Outlooks
AAM Viewpoints: Free Cash for Sale!
This piece is approved to use with clients.
In the face of recession sparked by the COVID-19 pandemic, actions by Congress and the Federal Reserve saturated the money markets, capital markets, and consumers’ pockets with $2.3 trillion of liquidity and a near-zero fed funds rate.
Market Outlooks
AAM Viewpoints: Key Determinant of Severity of a Recession the Degree of Market and Economic Liquidity
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In the book “A Brief History of Doom” by Richard Vague, he lays out that since the 1800s there have been six different types of financial crises: external and internal sovereign debt, stock market, inflation, currency and financial or as he details, lending and private debt.
Market Outlooks
AAM Viewpoints: 2020 Mid-Year Fixed Income Review
This piece is approved to use with clients.
The first half of 2020 was a tale of two very different markets. The first quarter (Q1) was one for the record books as many of us looked forward to an end to the global lockdown and a return to normalcy.