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Market Outlooks
Global Weekly Commentary: 2022’s big change: Fed hikes rates
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Last year saw central banks living with inflation.
Market Outlooks
AAM Viewpoints: 2022: Will it be Deja vu, a Re-do or Something New?
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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
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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
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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.
Market Outlooks
AAM Viewpoints: Omicron who? Municipals unfazed by new covid variant
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After a relatively benign 4th quarter, characterized by a risk-on mentality, market uncertainty ramped up heading into year end on the heels of the recently identified omicron Covid variant closely followed by a hawkish inflation pivot by the Federal Reserve.
Market Outlooks
Global Weekly Commentary: Three investing lessons of 2021
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A new, highly contagious, virus strain could trigger growth downgrades, worsen risk sentiment and have significant sectoral impact.
Market Outlooks
Global Weekly Commentary: Staying invested amid new virus strain
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A new, highly contagious, virus strain could trigger growth downgrades, worsen risk sentiment and have significant sectoral impact.
Market Outlooks
AAM Viewpoints: Goldilocks and the “3 bulls economy”
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This past week witnessed a continuation of solid economic figures supporting the notion that the 3rd quarter slowdown scare is fading further into the rearview mirror.
Market Outlooks
Global Weekly Commentary: Liftoff ? EM has already taken off
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As U.S. inflation is hitting three-decade highs, market talk has been all about “liftoff:” When will the Federal Reserve and others start raising their policy rates? This is old news in emerging markets (EMs), where many countries have already raised rates to try to tamp down inflation.