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Market Outlooks
Global Weekly Commentary: Why we stay pro-risk
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Markets have been jittery amid focus on China’s regulatory clampdown and the prospect of the Federal Reserve tapering its asset purchases.
Market Outlooks
AAM Viewpoints: Is the market “IFFY”?
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Entering the part of the year where lucid and docile moves often elope for a couple of months and leave uncertainty and volatility to have their way.
Market Outlooks
Global Weekly Commentary: Debt ceiling showdown redux
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The U.S. needs to soon raise a self-imposed federal debt limit, or the “debt ceiling”, to avoid a debt default.
Market Outlooks
AAM Viewpoints – Emerging markets are undervalued
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It seems like the S&P 500 has been hitting a new all-time-high every week this year. Of course, it hasn’t, but it’s come pretty close.
Market Outlooks
Global Weekly Commentary: The importance of getting granular
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Investors are grappling with an unusually wide range of potential economic outcomes beyond the post-pandemic restart, reflected in frequent shifts in equity market leadership and volatile bond yields.
Market Outlooks
AAM Viewpoints: Economic recovery: Is this as good as it gets?
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In navigating the depths of the COVID-19 crisis and the Great Shutdown, policymakers took historic measures to prevent a lingering economic hole the size of the Grand Canyon.
Market Outlooks
Global Weekly Commentary: Spotlight on Europe
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Europe is in the spotlight this month, with a key European Central Bank (ECB) meeting and a pivotal German election that could have significant medium-term implications for the fiscal stance of Europe’s largest economy.
Market Outlooks
AAM Viewpoints: Volatility Presents Opportunity
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It is probably too dramatic to label the events of the past two months as a “flight to quality.”