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Market Outlooks
Global Weekly Commentary: Changing our government bond views
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Markets are increasingly reflecting a unified Democratic government outcome that may lead to a significant fiscal expansion. This electoral outcome would bring forward the market pricing of the higher inflation regime that we were already reflecting in our strategic asset views.
Market Outlooks
AAM Viewpoints: Can Dividends Help Find A Balance?
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Dividend-paying equities are a cornerstone for many investors. Like many things, 2020 has proven difficult for this segment of the market as returns have been concentrated in other areas and dividend payments have come under pressure.
Market Outlooks
Global Weekly Commentary: Restructuring opportunities
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Many companies may need to turn to private credit to restructure post-Covid. We see potential for such investments to serve as growth assets and diversifiers when new sources of portfolio resilience are needed.
Policy and Regulatory Commentary
See Through Election Uncertainty
Investors have seen more than their fair share of market volatility in 2020… and it isn’t over yet.
Market Outlooks
Student of the Market: October 2020
A monthly piece with timely charts and historical data leading into the election.
Market Outlooks
AAM Viewpoints: The Active Non-Transparent ETFS (ANTS) Go Marching
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Despite all the headwinds facing global markets in 2020, the U.S. Exchange-Traded Fund (ETF) market is thriving.
Market Outlooks
Global Weekly Commentary: UK: a case study in virus dynamics
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We zero in on the UK this week to highlight the three main signposts we use to assess the impact of the coronavirus: the pace of the economic restart, the state of policy support and evidence of permanent economic damage.