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Market Outlooks
Global Weekly Commentary: Highlights of our 2022 outlook
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We are entering a new market regime unlike any in the past half century: We expect another year of positive global stocks returns coupled with a down year for bonds.
Market Outlooks
AAM Viewpoints: Omicron who? Municipals unfazed by new covid variant
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After a relatively benign 4th quarter, characterized by a risk-on mentality, market uncertainty ramped up heading into year end on the heels of the recently identified omicron Covid variant closely followed by a hawkish inflation pivot by the Federal Reserve.
Market Outlooks
Global Weekly Commentary: Three investing lessons of 2021
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A new, highly contagious, virus strain could trigger growth downgrades, worsen risk sentiment and have significant sectoral impact.
Market Outlooks
Weekly RIA Pulse Report - December 6, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Global Weekly Commentary: Staying invested amid new virus strain
This piece is approved to use with clients.
A new, highly contagious, virus strain could trigger growth downgrades, worsen risk sentiment and have significant sectoral impact.
Market Outlooks
Weekly RIA Pulse Report - November 29, 2021
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
AAM Viewpoints: Goldilocks and the “3 bulls economy”
This piece is approved to use with clients.
This past week witnessed a continuation of solid economic figures supporting the notion that the 3rd quarter slowdown scare is fading further into the rearview mirror.