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Market Outlooks
Weekly RIA Pulse Report - Week of December 20, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Policy and Regulatory Commentary
Washington Closes the Book on 2021
Right up until this past Saturday, Democrats in Washington hoped that the first session of the 117th Congress would end not with a whimper, but with a bang.
Market Outlooks
AAM Viewpoints: 2022: Will it be Deja vu, a Re-do or Something New?
This piece is approved to use with clients.
As we embark on the final two weeks of a challenging and unpredictable year, it seems the next year will resemble its predecessor, but with some unique and important differences.
Market Outlooks
AAM Viewpoints: Last call for fed punchbowl; Warnings for a bumpy 2022
This piece is approved to use with clients.
Last December my Viewpoints article was titled, “Let’s Party Like Its 1999!” In that article we looked forward to 2021 as a year when the euphoria was similar to 1999.
Market Outlooks
Global Weekly Commentary: Highlights of our 2022 outlook
This piece is approved to use with clients.
We are entering a new market regime unlike any in the past half century: We expect another year of positive global stocks returns coupled with a down year for bonds.
Policy and Regulatory Commentary
Dueling Regulators
This coming March will mark the 184th anniversary of a congressional resolution that banned duels on the House and Senate floors
Policy and Regulatory Commentary
Full Cabinet, Bare Shelves
Cabinet (the secretaries of Treasury, Defense, Education, and the like) is full, but many key supporting roles are not.