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Market Outlooks
An intriguing development at the Fed
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Could debate about the rate hike turn into a showdown?
Investing Ideas
Are International equities worth a look?
Beaten-down valuations are creating potentially attractive opportunities in the eurozone.
Market Outlooks
AAM Viewpoints: Contrarian Market Signals: What is certain about uncertainty?
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Contrary to narratives bombarding the markets right now, certain indicators are historically very bullish for equity assets. Though the anxiety about the flock of “black swans” being right around the corner helps to mitigate over exuberance, it astonishes me how many times we forget the previous prognostications and make new cases for the failed projection. Recently, I have been reflecting on Mark Twain’s quote: “I've had a lot of worries in my life, most of which never happened.”
Market Outlooks
AAM Viewpoints: Look Beyond the Volatility to Find Return
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Periods of volatility in fixed income and equity markets are nothing new but with each one comes a parade of teeth gnashing and hand wringing by experts extolling the virtues of selected investments while simultaneously predicting events often referred to as being much more dire than those we are experiencing at the moment. It seems, more often than not, that such bold predictions make for good headlines but rarely for investment results.
Policy and Regulatory Commentary
Is 'Medicare for All' a panacea?
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Some argue a more moderate, incremental approach to fixing health care is better.
Market Outlooks
AAM Viewpoints: Reasonable Municipal Downgrades?
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For the past several months, the rating agencies have been imposing new standards in the ratings of municipal revenue bonds by imposing ceilings on these ratings linked to the issuer’s general obligation (GO) pledge. This has resulted in downgrades of some well-known, and not-so-well-known, issuers despite no change in the fundamental credit profile of the revenue bond, or the related general obligation bond, issuer. In fact, some of these downgrades occurred in the face of an improving credit profile.
Fixed Income Insights
The Federated Approach to Managing Fixed-Income Investments
Federated believes that optimum results in fixed-income products are best achieved through a traditional value-based approach, using fundamental analysis with teams focused by sector to extract value from each step.
Investing Ideas
3 things to know about IPOs
Client Portfolio Manager Jordan Stuart discusses how the naturally volatile nature of the initial public offering (IPO) process represents part of a healthy movement of capital into new, more productive growth channels that drive economic opportunity for individuals, companies and countries.
Market Outlooks
Is Social Security a ticking time bomb?
Solutions for avoiding insolvency involve shared sacrifice and political compromise.
Market Outlooks
Revisit immigration reform
Major changes must be made to address the decreasing birth and fertility rate in the U.S.
Market Outlooks
AAM Viewpoints: Economic Problems in Europe and China Are Real – So Are The Opportunities
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Two of our high conviction best ideas for 2019 include Emerging Markets and Europe. After a dismal year for global equity markets in 2018, both markets have gotten off to a great start in 2019 roughly keeping pace with the United States. According to Bloomberg, year to date through March 15, Emerging Markets (as measured by the MSCI Emerging Markets Index) is up an impressive 9.73% while the S&P 500 outpaces being up 12.8%. Europe (as measured by the Eurostoxx 50) is up a respectable 12.87%. What should we expect for the balance of the year?