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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.
Market Outlooks
Weekly Wire: The market’s wall of worry is daunting, but it’s got nothing on El Capitan
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As we tried these past few months to put a very unusual – and very stressful – market and economic environment in perspective, we leaned on a few bits of timeless Wall Street wisdom, including “Don’t Fight The Fed” and “Don’t Try To Time The Market,” which are ways of reminding ourselves monetary policy is an exceptionally powerful tool for spurring or slowing the economy, and drawdowns and volatility are part and parcel of investing.
Market Outlooks
Weekly Wire: Dr. Copper’s Prognosis
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When it comes to doctors, there are a lot. The list includes famous (real) ones like Jonas Salk, Neil deGrasse Tyson, Marie Curie; famous (fictional) ones like Dr. Evil, Meredith Grey, Marcus Welby; and famous doctors who really aren’t doctors but go by the title, including the late Jazz musician Dr. John and the great Julius “Dr. J” Erving (remember, Brinker Capital is a Philadelphia-based company).
Market Outlooks
AAM Viewpoints: What do Valuations Typically do in the aftermath of Bear Markets?
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The broad equity market as measured by the S&P 500 index has rebounded sharply off the March 23 lows gaining 41.7% (price basis) as of this writing (3/23/20 to 7/08/20).
Market Outlooks
Weekly Wire: With apologies to the Dave Brubeck Quartet, here’s our “Take Five”
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Even casual fans of jazz – which we believe to be the great American art form – can easily recognize the opening cords to The Dave Brubeck Quartet’s classic, “Take Five.” Released in 1959 and penned by the quartet’s alto saxophonist Paul Desmond, “Take Five” was the first jazz single to sell one million copies and is the biggest selling jazz single of all time. So, with apologies to the great Dave Brubeck and The Dave Brubeck Quartet, here is our “Take Five,” or five things we think are worth thinking about as we move into the second half of 2020.
Market Outlooks
AAM Viewpoints: Why Sustainability is having a “Good Crisis”
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Sustainability and ESG (Environmental, Social, and Governance) are the new buzz words in investing but – despite their popularity – they are often poorly understood.
Market Outlooks
AAM Viewpoints: Municipal Market’s Swift Recovery Overshadows Tailwinds
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One thing is for certain, there has been no lack of conversation surrounding the shape of the recovery across both equity and fixed income markets.
Market Outlooks
AAM Viewpoints: Recession Now Official; New Bull Market Emerges
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In my Viewpoints commentary from mid-March, we were in the throes of a record selloff with a drop in asset prices across all asset classes. The COVID-19 pandemic was firmly entrenched in the northeast United States and spreading quickly.
Market Outlooks
AAM Viewpoints: Promising sub-industries in a Post-Covid-19 World
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It’s no secret the world has gone crazy and there will be many rippling effects across the economy, many of which we can already measure as analysts pump out article after article about record-breaking indicators – often causing more fear than anything else.
Market Outlooks
AAM Viewpoints: Municipal Markets: No Height Requirement, but a Strong Stomach is Advised
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The municipal bond market can be aptly described as a rollercoaster ride over the past several months. This applies to both the movement of yields and the emotional/mental toll it took upon participants.
Market Outlooks
AAM Viewpoints: Markets Bracing for Bone Chilling Economic Data & Government Actions
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This week the markets are bracing for what may be the worst economic news in the country’s history. The grizzly data will show what the shutdown of the U.S. and global economies looks like.
Market Outlooks
AAM Viewpoints: The Great Battle Ahead: Negative Interest Rates and Historic Debt Issuance
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Prepare for the Unstoppable Force and the Immovable Object to battle it out over the next few years. While the equity markets continue to befuddle fundamentalists as to their strength considering the historically poor economic and earning metrics, the credit markets are providing some interesting components to the potential recovery’s shape.