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Market Outlooks
Weekly Investment Commentary: Equities rally as economic and virus news shifts
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Global equities were generally positive as inflation data cooled and markets eyed a potential peak in Delta variant cases.
Market Outlooks
Weekly Investment Commentary: Equity markets look ahead as earnings season ends
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Global equities performed well last week on healthy earnings, upbeat corporate commentary and strong data releases, capped by a big upside surprise in July’s U.S. nonfarm payrolls.
Market Outlooks
AAM Viewpoints – Credit: What can possibly go wrong?
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When we think about these halcyon days of credit quality we’re are currently experiencing, our thoughts go to Abraham Lincoln’s words, that, while spoken in an altogether different context, reminds us that despite the currently and improving fundamental strength of corporate credit quality, danger may be lurking from within, and we may be the authors of the end of the cycle.
Market Outlooks
Weekly Investment Commentary: Fundamentals intact but recovery concerns increase
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Global equity markets were mixed last week.
Market Outlooks
AAM Viewpoints: Join us in the record books
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While the Tokyo Olympics may be more subdued than years past due to the pandemic, I still find myself glued to the TV as I watch the finest athletes in the world compete for their country.
Market Outlooks
Weekly Investment Commentary: A wild ride to another record high
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Broad-based developed market indices were net gainers last week, while the MSCI Emerging Markets index lost over 2%.
Market Outlooks
AAM Viewpoints – Oscillations in the trendline
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In the past, when a change of leadership occurred the previously dominant form of investing was always touted as just taking a respite from a continuation.
Market Outlooks
Weekly Investment Commentary: Peak growth and inflation remain center stage
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Global equities were mostly lower last week, with the notable exception being emerging markets, which added 1.7% thanks in large part to a positive surprise from Chinese exports.