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Market Outlooks
Global Weekly Commentary: Three investing lessons from 2020
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2020 was an extraordinary year for financial markets. The initial Covid shock triggered a massive selloff, followed by a risk rally that extended to the year end.
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
Global Weekly Commentary: Positioning for the new nominal
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A key consequence of this year’s policy revolution is the potential for a more muted response of nominal yields to higher inflation, in our view. This means investors should start positioning their long-term portfolios for this new dynamic now, in our view.
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.
Market Outlooks
Global Weekly Commentary: Why we are turning bullish for 2021
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The expected widespread rollout of Covid-19 vaccines in 2021 has strengthened our conviction in an accelerated economic restart. We have turned more pro-risk, upgrading equities to a tactical overweight.
Market Outlooks
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Market Outlooks
Global Weekly Commentary: Our latest credit views
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We have closed our tactical underweight in EM debt as easy monetary policy is expected to stay, against the background of an improved 2021 outlook. Positive news on Covid vaccine development has boosted the case for an accelerated global restart in 2021.