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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
The Federal Reserve: Give the People What They Want
The FOMC (Federal Open Market Committee) meeting was highly anticipated but only in the sense that many were looking for confirmation on the degree of dovishness that matched the market’s belief. It has shifted from not being restrictive to stepping toward more accommodative.
Market Outlooks
AAM Viewpoints: Checking All the Boxes
This piece is approved to use with clients.
The indefatigable bull market may be a pleasant surprise to some, but certainly a nagging disappointment to perennial bears. For the ardent bulls, its elasticity is without precedent and very rewarding for those with the conviction to stay the course through periods of heightened volatility.
Market Outlooks
AAM Viewpoints: Both Investors and Led Zeppelin Ask, “Hey, Hey What Can I Do?”
This piece is approved to use with clients.
During a meeting with a handful of financial representatives in early January, with the underlying context of a flat yield curve, the single most relevant question on their collective minds was, “What should fixed income investors do with regard to their current and future investments?”
Behavioral Finance
The Bid: Can money make you happier?
It’s a timeless question that’s puzzled people from Cicero in Ancient Rome to rappers like Kendrick Lamar today: Can money really make you happier?
Market Outlooks
The Bid: Is the U.S. Leading a New Market Regime?
In this episode of The Bid, Chief Investment Strategist Richard Turnill joins us to discuss the shift in momentum from global to domestic, and what this might mean for markets.
Investing Ideas
The Bid: Maxing the Factors of Market Outperformance
How can investors beat the market? One group at BlackRock is challenging the notion of traditional stock picking, instead zeroing in on certain factors to help lead to outperformance.