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AAM Viewpoints: A dive into 2020 Fixed Income Markets & what they tell us for 2021
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The unfolding of diverse and largely unseen set of events in 2020 make it difficult to select only a few that we feel represent the tenor of the fixed income markets and the broad economy within this commentary. Clearly, the migration back into risk assets beginning in Q2 (the 2nd quarter) continued through Q4 2020 buttressed by what we think can be four primary causes:
Market Outlooks
AAM Viewpoints: Let’s party like it’s 1999!
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As the calendar changed from 2020 to 2021, I can’t help but find an environment that is truly surreal. We have a raging global pandemic on our hands that is getting markedly worse on a day-by-day basis, we have vaccines that are sitting in warehouses being administered at one-tenth the rate that is necessary to accomplish the task at hand and we have millions without a job with difficult prospects of getting one in the near future.
Market Outlooks
AAM Viewpoints: Equity market side effects of the covid-19 vaccine
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The 337 days spanning the World Health Organization’s announcement of COVID-19 to the FDA approval of the first vaccine the world witnessed many social, economic, and scientific events few thought possible.
Market Outlooks
AAM Viewpoints: Light at the end of the tunnel
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The year 2020 and the start of 2021 will be burned into the collective consciousness for quite some time for a myriad of reasons and given this we probably shouldn’t rehash every headline here. However, from an investment standpoint we can summarize 2020 very simply as:
Market Outlooks
What’s Next for U.S. Large-Cap Growth Equities?
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Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.
Market Outlooks
Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth
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Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
Market Outlooks
Expect Less Volatility in 2021, but Uncertainties Remain
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Co-Head of Equities George Maris discusses the uncertainties investors will need to prepare for in the year ahead, despite his expectation that the extreme levels of volatility we experienced this year will diminish in 2021.
Market Outlooks
How the Return to “Normal” Could Reshape Markets
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With the end of the COVID-19 pandemic hopefully in sight, the options market is signaling that the return to “normal” could prompt the reversal of long-standing market trends, while new digital habits are likely here to stay.