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Market Outlooks
Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth
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Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
Market Outlooks
Expect Less Volatility in 2021, but Uncertainties Remain
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Co-Head of Equities George Maris discusses the uncertainties investors will need to prepare for in the year ahead, despite his expectation that the extreme levels of volatility we experienced this year will diminish in 2021.
Market Outlooks
How the Return to “Normal” Could Reshape Markets
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With the end of the COVID-19 pandemic hopefully in sight, the options market is signaling that the return to “normal” could prompt the reversal of long-standing market trends, while new digital habits are likely here to stay.
Market Outlooks
AAM Viewpoints: The pivot point for 2021
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In a year filled with a cacophony of conflicting messages and each one portrayed as the real black swan event to change the world, it seems overly provincial to narrow the next year down to one metric. However, when this metric is and has been highly disregarded as a material issue anymore, it seems those events approach a level of blind spot that transforms markets.
Market Outlooks
To paraphrase Yogi Berra, what can we observe by watching gold and copper?
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The late, great Yogi Berra, in addition to winning 10 World Series with the New York Yankees, was the creator of numerous classic malapropisms, including, “You can observe a lot by just watching.”
Investing Ideas
Investing in Diversity: Analyzing the Investment Risks and Opportunities
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Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective, and key indicators that investors can look out for when analyzing a company’s diverse culture.
Investing Ideas
Technology Fuels Long-Term Growth Prospects for Manufacturing
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Assistant Portfolio Manager David Chung discusses the ongoing recovery in the manufacturing sector and how technological innovation is helping drive longer-term growth in certain industries.
Market Outlooks
AAM Viewpoints – Our generational opportunity call on commodities remains intact
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In January of this year we published my Viewpoints article, “Generational Opportunity Now for the Next Decade?” The article was a contrarian call on the prices of commodities and outlined what we felt was a very significant price apex and the opportunities that created. Our “big call” for 2020 was a historically compelling opportunity to over allocate to commodities (which we framed as Metals, Materials, Agriculture and Energy) in portfolios.