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Market Outlooks
AAM Viewpoints: The Housing Market – A Bright Spot in a Challenging Year
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I’ve been riding motorcycles for 47 years and use many of my riding experiences in daily life. Look through the turns, watch for hazards in front of you and expect the unexpected.
Market Outlooks
Global Weekly Commentary: U.S. election through a sectoral lens
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The potential outcomes of the November U.S. election could have starkly different policy ramifications, as we argued last week.
Market Outlooks
AAM Viewpoints: Inflation and Bond Duration
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Bond yields are close to all-time lows across the yield curve, current inflation rates appear not to be an issue, and the Fed has stated they will not raise rates until 2023.
Market Outlooks
Global Weekly Commentary: A consequential election
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The U.S. election is taking place against a historic backdrop of a pandemic, recession and domestic strife. The outcome could have significant implications for key policy areas: fiscal stimulus, public investment, taxation, regulation and foreign affairs.
Market Outlooks
AAM Viewpoints: The Concern in the Credit Markets
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While the equity markets hover at – or are making new – all-time highs, the other three stool legs of investments get only marginal attention.
Market Outlooks
Global Weekly Commentary: Greater inflation risks ahead
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We see a higher inflation regime in the medium term after a decade of inflation persistently undershooting central bank targets.
Market Outlooks
AAM Viewpoints: Investing In an Unbalanced Equity Market
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The U.S. economy may still be partially shutdown, but the headline spigot is still wide open with a plethora of issues dominating the media including COVID-19, equality, trade tensions and the upcoming presidential election (just 50 days away).
Market Outlooks
Global Weekly Commentary: Why we stay moderately pro-risk
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The broad macro backdrop has been improving, risk assets have rallied a long way, and increasing market volatility points to risks that investors will need to navigate as the U.S. presidential election draws closer.