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Market Outlooks
AAM Viewpoints: Mind The Gap
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The first quarter of 2021 witnessed the continued migration from Growth to Value stocks. The performance gap between Growth and Value (as measured by the corresponding Russell indices) has narrowed significantly. This is something that – albeit expected – is a normal rotation that happens in every economic growth cycle.
Portfolio Construction Insights
Portfolio Diagnostic Report: Recover Wisely - Be Global, Be Picky
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Despite a violent COVID-driven correction in the first quarter of 2020, markets responded with a rebound throughout the remainder of the year and returns were primarily positive across asset classes. The 2021 Janus Henderson Market GPS Investment Outlook suggests cautious optimism for performance outcomes while exhorting investors to diversify in order to mitigate outlier risks.
Market Outlooks
AAM Viewpoints: Market’s Expanding Leadership Buttressing the Uptrend
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One of the most consistent and enduring qualities in this bull market cycle has been its broad and diverse sector participation.
Retirement
The Not-So-Easy Steps to Investing Success
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While investors will always be looking for ways to time the markets, there are no shortcuts to investing success. Retirement Director Ben Rizzuto considers the lessons to be learned from the recent GameStop trading activity and outlines three steps to building a strategic long-term investing plan.
Market Outlooks
AAM Viewpoints: A Look Back at the One-Year Anniversary of the Municipal Bond Market Selloff of 2020
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As we approach the March Anniversary of the massive short-term sell-off of the Municipal Market, we can’t help but think of how resilient the bond market is and how important the Federal Reserve is for stabilizing our markets.
Market Outlooks
AAM Viewpoints: Buying Low and Selling High is Preferred
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The historically low yields of 2020 forced many income-seeking investors to take on additional risk. First, they may have increased their duration exposure to capture the higher yields offered by longer-dated maturities. Or secondly, they may have migrated to “riskier” assets such as high yield corporate bonds as fiscal and monetary policy aimed to stimulate economic growth.
Market Outlooks
AAM Viewpoints: The Low Yield Environment and Corporate Credit Trends
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Outside of the oil crises, U.S. real yields have never been lower and global negative yield debt reached a record $18.38 trillion on 12/11/20, and as of Tuesday, 2/16/21 stands at $14.74 trillion. The U.S. 10-year Treasury real yield hit an all-time low on 8/6/20 at -1.08% and again on 1/4/21. It now stands at -1.04%. The previous low was in December 2012 at -0.92%.
Market Outlooks
AAM Viewpoints: Municipals Do Their Best Tortoise Impression and Play Catch Up
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Slow and steady wins the race, or so says Aesop. After playing the post-COVID investment grade laggard for the majority of 2020, the municipal market’s consistent slow-paced nature has them playing catch up through the first 25 trading days of 2021. While municipals enjoyed a healthy 5.21% year-to-date return for 2020, that was still behind U.S. Treasuries by 279 bps (basis points) as well as U.S. Investment Grade Corporates by a staggering 468 bps.
Retirement
Taking Stock of Emergency Savings Account Options
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The events of the past year have reinforced the importance of being financially prepared for unexpected emergencies. Retirement Director Ben Rizzuto discusses some of the options – both inside and outside of retirement plans – that are available for plan sponsors and business owners to help employees build up adequate savings.