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Market Outlooks
AAM Viewpoints: Post-pandemic investment opportunities in Europe
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After many false starts, Europe is finally emerging from an incredibly difficult 18 months of battling Covid-19. As measured by data compiled by worldometers.info, 19 of the 25 nations with the highest Covid-19 death rates per million in the world were European.
Market Outlooks
AAM Viewpoints: The great transitory debate. Breaking down the latest inflation numbers.
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Through the first half of 2021, fixed-income investors have been faced with their greatest fear: inflation.
Market Outlooks
AAM Viewpoints: Welcome to the "Rorschach Market"
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The Rorschach inkblot test was created in 1921 to analyze how individuals who view the exact same picture perceive and interpret external reality.
Market Outlooks
AAM Viewpoints – Inflation is a boon for value equities
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Generally, when inflations expectations are rising, we see value stocks favored more than growth stocks.
Market Outlooks
AAM Viewpoints: Life’s Certainties: Death, taxes…and municipal bonds?
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In a November 1789 letter addressed to his good friend, Jean-Baptiste Le Roy, Founding Father Benjamin Franklin shared that America was off to a great start and the recently established U.S. Constitution showed much promise but immediately added, “In this world, nothing is certain except death and taxes.”
Market Outlooks
AAM Viewpoints: The four layers of inflation
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As we entered 2021, we put the pivot point of the economy and market returns squarely on inflation.
Market Outlooks
Accelerating Growth for 2021?
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Portfolio Manager Nick Schommer discusses his outlook for an accelerating and broadening economic recovery in 2021.
Market Outlooks
AAM Viewpoints: A Jumpy Market Waiting for the Fed to Move
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Optimism in the economic recovery continues for both Federal Reserve and government officials though they are carefully walking a tightrope of language so as to not be too eager to raise rates too quickly.
Market Outlooks
AAM Viewpoints: Liquidity: Historic gains lead to marginal drains
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As we entered 2021, we believed the year’s performances and allocations were heavily dependent on inflation and the recalibration many investors would have to take in an elevated inflationary environment.
Market Outlooks
AAM Viewpoints: Rising rates: good or bad for dividends?
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With interest rates on the move – and consensus believing the trend will continue into 2023 – many investors, especially those searching for income, are grappling with the potential fall-out of rising rates on their portfolios.
Market Outlooks
AAM Viewpoints: Stimulus, household savings, inflation
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The 30,000-foot headline message can read that the stimulus payments to individuals will provide additional monies for essential needs and/or to spend on goods and services that would fuel the recovery of the economy impacted by the COVID-19 pandemic. With significantly more cash in the hands of the consumer/household than before the pandemic, along with the trillions of dollars in government spending, it can be argued that the economy is set up for an inflationary period.