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Market Outlooks
AAM Viewpoints: What If…? Reflections on a Potential Post-Covid New Normal
This piece is approved to use with clients.
As the coronavirus spread throughout the world shutting down economies only to reopen in fits and starts, people’s behavior patterns are changing, especially as it relates to travel, buying/shopping, vacations, higher education, entertainment, overall health practices and consumer consumption.
Market Outlooks
AAM Viewpoints: Free Cash for Sale!
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In the face of recession sparked by the COVID-19 pandemic, actions by Congress and the Federal Reserve saturated the money markets, capital markets, and consumers’ pockets with $2.3 trillion of liquidity and a near-zero fed funds rate.
Market Outlooks
AAM Viewpoints: Key Determinant of Severity of a Recession the Degree of Market and Economic Liquidity
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In the book “A Brief History of Doom” by Richard Vague, he lays out that since the 1800s there have been six different types of financial crises: external and internal sovereign debt, stock market, inflation, currency and financial or as he details, lending and private debt.
Market Outlooks
AAM Viewpoints: 2020 Mid-Year Fixed Income Review
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The first half of 2020 was a tale of two very different markets. The first quarter (Q1) was one for the record books as many of us looked forward to an end to the global lockdown and a return to normalcy.
Investing Ideas
Ask the PMs: Outlook and Positioning in Our Asset Allocation Portfolios
Senior Portfolio Manager/Co-Head of Target Risk Strategies Dan McNeela and Portfolio Manager, Active Asset Allocation, Michelle Ward will talk about positioning in our Asset Allocation series and their outlook for key asset classes.
Market Outlooks
Is This Rebound for Real? And Is Now a Good Time to Double-Check Risk Tolerance?
This piece is approved to use with clients.
We take a closer look at the recent US stock market rally from its March low, and address some questions frequently asked by advisors around assessing risk and behavioral coaching in these unusual times.
Investing Ideas
Ask the PM: Dividend Strategies
Join Portfolio Manager George Metrou, who will discuss where he's seeing opportunities in the current market and how the economic slowdown has affected how he manages our Dividend portfolios today.
Market Outlooks
‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World
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Our equity portfolio managers talk about how they're navigating the COVID-19 crisis and their outlook.
Market Outlooks
U.S. vs. International Stocks: Will Next Decade’s Performance Look Different From the Last?
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International equity markets have trailed the U.S. for more than a decade. Does that make this asset class an opportunity or a value trap? We describe why we think international markets are poised for outperformance.