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Policy and Regulatory Commentary
AAM CEO Scott Colyer | The Election and Interest Rate Outlook
The market outlook for 2020 is constantly in question with the combination of a COVID-19 induced recession and the 2020 election circuit coming to a head in November. Listen to AAM's CEO, Scott Colyer, as he mulls over his outlook for the election and how it will affect your portfolios and the interest rate.
Market Outlooks
AAM Viewpoints – The Fomc Policy Change; Why Fixed Income Investors Should Pay Attention
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“Lower for longer” has been Federal Open Market Committee’s (FOMC) mantra since they stepped into the market during the final weeks of March.
Market Outlooks
Weekly Market Snapshot: August 28, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - August 31st, 2020
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The S&P 500 has seen new record highs since bottoming on March 17th, with nearly half of stocks returning over 50% during that time period
Market Outlooks
AAM Viewpoints: Emergency Response Management: How Municipalities Are Responding To COVID-19
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Six grueling months into this battle against COVID-19, states and municipalities across the country know that even if they manage to successfully suppress the spread of the virus by year end, the fight will still be far from over.
Market Outlooks
Weekly Market Snapshot: August 21, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - August 20th, 2020
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The debt-to-GDP ratio of Advanced Economies is unprecedented –2020 debt levels have surpassed the previous high seen during World War Two.
Market Outlooks
AAM Viewpoints: Don’t Distance From Your Friend – The Trend!
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In this digital age of streaming news amid a plethora of harrowing headline events, it may be advantageous to seek an analog perspective through the lens of technical analysis.
Market Outlooks
Weekly Market Snapshot: August 14, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - August 17th, 2020
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Over the past five years, the concentration of several equity indices has grown substantially. The weight of the top ten names in the Russell 1000 Growth Index doubled from 22% to 44%.
Market Outlooks
The great disconnect between the economy and the stock market
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We concluded our March quarter Perspectives with the comment: “Let’s just hope we now don’t have a gigantic bounce in share prices fuelled by the central bank injections, pushing them back to bubble levels. Or, are we, once again, being naïve?” Yes, we were being naïve. The bounce occurred and it had nothing to do with investment fundamentals.
Policy and Regulatory Commentary
COVID-19 isn’t going away
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Colossal policy responses in the second quarter reassured investors that the U.S. economy can weather the COVID-19 downturn, with a relatively quick return to risk assets pushing the S&P 500® up 20.5% for the period, its best quarter since 1998. After bottoming in March, U.S. stocks rose as much as 44% before the rally stalled a bit over the last few weeks of the quarter. We saw a few signs of hesitation for more policy among lawmakers as indicators improved, but overall both Congress and the Federal Reserve (Fed) remain prepared to do more.