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Market Outlooks
AAM Viewpoints: Coronavirus and Domestic Credit
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The last recession was the sub-prime mortgage crisis, before that the dot.com bubble aggravated by the 9/11 terrorist attacks, and before that it was the Savings & Loan crisis. In these past recessions there were, at the time, issues not generally foreseen, but when they broke it opened fissures in the economy that ultimately led to a recession.
Market Outlooks
AAM Viewpoints: Is Recent Bond Market Volatility About More Than Easing Coronavirus Fears?
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As fear gives way to resolve and markets assess the potential economic impact of the coronavirus, a risk on mentality has taken hold with global equity markets taking back losses and global bond markets selling off in concert. While these fears are sometimes a bit irrational, the Center for Disease Control and Prevention estimates 12,000-61,000 Americans have died from influenza since 2010, there is no doubt we can all understand the underlying fear.
Market Outlooks
AAM Viewpoints: Current Events Overshadowing a Nascent Recovery
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While we have previously mentioned, I feel it is important to revisit the race between the results of the FOMC’s (Federal Open Market Committee) model-driven restrictive policy in 2018 and the potential recovery borne of the Fed’s 2019 mea culpa.
Market Outlooks
AAM Viewpoints: Generational Opportunity Now and for the Next Decade?
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For most asset classes, 2019 was a terrific year for prices. Generally, the equity and bond markets enjoyed a significant surge that all but replaced their terrible performance in the 4th quarter of 2018.
Market Outlooks
AAM Viewpoints: Attempting to Right-Size Expectations
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A quick canvas of the headlines and sound bites detailing market outlooks for 2020 includes some positivity but also many phrases, such as: get more defensive, returns will be muted, now is not a good time to be investing and don’t expect a repeat of 2019 anytime soon.
Market Outlooks
AAM Viewpoints: 2020 Earnings Outlook
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Tis the season for outlooks and one of the more dependable indicators for the equity market over time has been the direction of corporate earnings. Not surprisingly, as the earnings power of U.S. corporations has grown, equity prices have moved higher.
Human Capital
Rate Swings Needn't Rattle Dividend Investors
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Fluctuating rates may impact other forms of income but dividend payments aren't likely to be affected.
Market Outlooks
Slower Growth Ahead
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What can investors expect in 2020? CIO Deborah Cunningham explains her economic outlook.
Market Outlooks
Patience Is A Virtue
In light of several recent economic events, this piece addresses the question of “where do we go from here?”.
Manager & Investment Selection
Beware 'greenwashing'
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Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
Client Relationships
Women and Investing: A look at this powerful and growing financial force
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Trends suggest the differences between how men and women invest can be advantageous. Studies have shown women take fewer investment risks than men and earn 12% higher returns on individual investments.