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Market Outlooks
Global Weekly Commentary: Spotlight on Europe
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Europe is in the spotlight this month, with a key European Central Bank (ECB) meeting and a pivotal German election that could have significant medium-term implications for the fiscal stance of Europe’s largest economy.
Market Outlooks
AAM Viewpoints: Volatility Presents Opportunity
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It is probably too dramatic to label the events of the past two months as a “flight to quality.”
Market Outlooks
AAM Viewpoints: Inflation might be transitory, but what about these municipal market trends?
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Ask a handful of people on the street if overall prices have been running higher, and you’re likely to get an earful of passionate responses.
Market Outlooks
AAM Viewpoints – The indefatigable running of the bull
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Headline news events continue to spur volatility, but these challenges have not disrupted or, in any meaningful way, altered the market’s underlying bullish trend.
Market Outlooks
Global Weekly Commentary: Don't ignore climate risks in portfolios
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Severe climate events around the world this year have intensified debate around the effects of climate change and the risks they pose to portfolios.
Market Outlooks
AAM Viewpoints – Credit: What can possibly go wrong?
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When we think about these halcyon days of credit quality we’re are currently experiencing, our thoughts go to Abraham Lincoln’s words, that, while spoken in an altogether different context, reminds us that despite the currently and improving fundamental strength of corporate credit quality, danger may be lurking from within, and we may be the authors of the end of the cycle.
Market Outlooks
Global Weekly Commentary: A restart relay
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The restart of economic activity is real and broadening.
Market Outlooks
Global Weekly Commentary: Taking stock on China
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China’s regulatory clampdown on industries such as tutoring and tech has unnerved global investors.