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Market Outlooks
Weekly Investment Commentary: Equities stumble, but we see reasons for optimism
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Labor Day week wound up being laborious for equities, as the wall of worry proved too difficult to climb.
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.
Policy and Regulatory Commentary
ESG Disclosure Regulations Are Coming
The SEC is expected to finish writing rules to require public companies to disclose climate change risks & diversity statistics.
Market Outlooks
Weekly Investment Commentary: Equities continue to climb the wall of worry
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Investors continue to grapple with the Delta variant, the timing of Fed tapering and the uncertain path for additional fiscal stimulus.
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
Weekly Investment Commentary: Markets take the Fed’s tapering plans in stride
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Equities continue to march higher. Despite the coming taper, Fed policy remains accommodative, and a strong earnings outlook supports select stocks.
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.”
Market Outlooks
Weekly Investment Commentary: Growth headwinds drive risk off sentiment
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An increase in growth concerns due to the Delta variant, geopolitical tensions in Afghanistan and China’s broadening regulatory crackdown caused a sell off in global markets.