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Market Outlooks
It’s a big birthday for the bull market, and we see a successful quest for greater gains
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Happy birthday bull market! The longest running bull market in United States history hit a major milestone last week, turning 10 on March 9. It sure has been an interesting and exciting 10 years.
Market Outlooks
Weekly Fixed Income Commentary: Dovish central banks push Treasury yields lower
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U.S. Treasury rates fell last week across the yield curve, led by 5- and 10-year maturities. The European Central Bank (ECB) surprised markets with a new round of stimulative bank financing, and U.S. Federal Reserve (Fed) officials indicated the Fed will likely hold firm on rates at the March meeting. These dovish actions helped spark a risk-off mode for financial markets, benefiting Treasuries and other government bonds.
Market Outlooks
AAM Viewpoints: Both Investors and Led Zeppelin Ask, “Hey, Hey What Can I Do?”
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During a meeting with a handful of financial representatives in early January, with the underlying context of a flat yield curve, the single most relevant question on their collective minds was, “What should fixed income investors do with regard to their current and future investments?”
Behavioral Finance
The Bid: Can money make you happier?
It’s a timeless question that’s puzzled people from Cicero in Ancient Rome to rappers like Kendrick Lamar today: Can money really make you happier?
Market Outlooks
Market Week in Review: February's U.S. jobs report: Cause for concern?
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On the latest edition of Market Week in Review, filmed on International Women’s Day, Senior Quantitative Investment Strategy Analyst Dr. Kara Ng and Sophie Antal Gilbert, head of AIS business solutions, discussed the recent downward movements in U.S. equity markets. They also chatted about February’s U.S. employment report and key takeaways from the European Central Bank (ECB)’s latest policy meeting.
Market Outlooks
Equity and fixed income return volatility
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People need no help picturing equity return volatility. Anyone invested in the equity market in the middle 2000s still likely feels the scars from the subprime mortgage crisis. Prior to that, there was the dot com burst of the early 2000s.
Market Outlooks
February Benchmark Review: Risk-on Rally Continues
After a strong rebound to start off 2019, stock market momentum continued in February.
Investing Ideas
Streaming Income - EM Debt: A Brightening Picture?
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After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to be receding, at least for now. Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.
Fixed Income Insights
Tax Reform Impacts Call Into Question Coastal Muni Values
Over a year has passed since the implementation of federal tax reform and high tax states are just beginning to feel the implications. As tax returns are beginning to be filed, residents in the high tax coastal jurisdictions may face some unpleasant surprises, resulting in a realization that the municipal bond tax-exemption is still an efficient way to shield taxable income.