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Market Outlooks
AAM Viewpoints: The Japanification of the Global Economy
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The state of global interest rates is sinking quickly. Negative interest rates have now engulfed over $15 trillion of global sovereign debt with nearly 30% of all developed country sovereign debt having a negative yield.
Market Outlooks
AAM Viewpoints: Economic Problems in Europe and China Are Real – So Are The Opportunities
This piece is approved to use with clients.
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?