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Market Outlooks
AAM Viewpoints: Why Sustainability is having a “Good Crisis”
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Sustainability and ESG (Environmental, Social, and Governance) are the new buzz words in investing but – despite their popularity – they are often poorly understood.
Market Outlooks
AAM Viewpoints: Municipal Market’s Swift Recovery Overshadows Tailwinds
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One thing is for certain, there has been no lack of conversation surrounding the shape of the recovery across both equity and fixed income markets.
Market Outlooks
AAM Viewpoints: Recession Now Official; New Bull Market Emerges
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In my Viewpoints commentary from mid-March, we were in the throes of a record selloff with a drop in asset prices across all asset classes. The COVID-19 pandemic was firmly entrenched in the northeast United States and spreading quickly.
Market Outlooks
AAM Viewpoints: Promising sub-industries in a Post-Covid-19 World
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It’s no secret the world has gone crazy and there will be many rippling effects across the economy, many of which we can already measure as analysts pump out article after article about record-breaking indicators – often causing more fear than anything else.
Market Outlooks
AAM Viewpoints: Municipal Markets: No Height Requirement, but a Strong Stomach is Advised
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The municipal bond market can be aptly described as a rollercoaster ride over the past several months. This applies to both the movement of yields and the emotional/mental toll it took upon participants.
Market Outlooks
AAM Viewpoints: Markets Bracing for Bone Chilling Economic Data & Government Actions
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This week the markets are bracing for what may be the worst economic news in the country’s history. The grizzly data will show what the shutdown of the U.S. and global economies looks like.
Market Outlooks
AAM Viewpoints: The Great Battle Ahead: Negative Interest Rates and Historic Debt Issuance
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Prepare for the Unstoppable Force and the Immovable Object to battle it out over the next few years. While the equity markets continue to befuddle fundamentalists as to their strength considering the historically poor economic and earning metrics, the credit markets are providing some interesting components to the potential recovery’s shape.
Market Outlooks
AAM Viewpoints: Biotechnology: An Enduring Growth Theme
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Traditional technology may enhance our lifestyles, but biotechnology could directly impact our quality of life.
Market Outlooks
AAM Viewpoints: Humans Fear the Virus. Markets Fear the Panic.
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It seems daily, if not hourly, the global panic surrounding the COVID-19 virus is spiking. Fear has gripped our world and has seemingly taken over. The virus is not the problem, the fear of the virus is the problem. This is a classic case of perception becoming reality.
Market Outlooks
AAM Viewpoints: Are Bonds Smarter Than Stocks?
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Prior to the outbreak of the coronavirus, the domestic economy appeared to be on solid footing with reasonable growth prospects and no inflation in sight (as measured by the Fed). Since that time, economic impacts regarding the spread of the virus have taken center stage as interruptions to supply chains and global travel have been felt to varying degrees around the globe.
Market Outlooks
AAM Viewpoints: The Sky is Falling! The Sky is Falling!
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Ok, maybe not (yet), but falling acorns in the form of the coronavirus and recent data showing decelerating U.S. business activity has many rethinking their asset allocation – especially income seeking investors.
Market Outlooks
AAM Viewpoints: Small Business Optimism Posts a Third Year of Strong Readings
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Over the past few years I’ve written about trends in small businesses based on the National Federation of Independent Business (NFIB) Survey of Small Business Economic Trends. I follow these trends because I come from a family with multiple generations of small business owners and small companies in the United States create about two-thirds of net new jobs, drive innovation and account for 44% of U.S. economic activity.