Insights

Financial Industry Insights from Advisors Asset Management

Publication
Author
Topic
Content Type
Date
MARKET INSIGHTS
June 18, 2018
AAM Viewpoints – Looking to Diversify Income and Risk Away from U.S. High Yield? Emerging Markets Now Provide a Unique Opportunity By : Scott Colyer Most folks acknowledge that the United States is in the late innings of the current business cycle and often it can experience cracks in the junk bond markets that show up before cracks in the equity markets.
MARKET INSIGHTS
June 11, 2018
AAM Viewpoints – Will Interest Rates Continue to Rise? Part 2 By : Jim Costas Another piece of data that would indicate to some that the economy is still hot with potential inflationary results is the JOLTS (Job Openings and Labor Turnover Survey) data.
MARKET INSIGHTS
May 21, 2018
AAM Viewpoints – The Rates Rubik’s Cube By : Matt Lloyd The 10-year Treasury broke through the psychological barrier of 3.00% and controlled chaos began in the prognosticating the potential of this mythical rate…well mythical in the sense that was last there in 2011.
MARKET INSIGHTS
April 23, 2018
AAM Viewpoints – Will Interest Rates Continue to Rise? By : Jim Costas There has been ample discussion on where interest rates are headed and naturally many different views. The question is whether the move toward higher rates has more to go.
MARKET INSIGHTS
April 09, 2018
AAM Viewpoints – Now is Not the Time for Bonds? Not So Fast! By : JB Golden, CFA With interest rates recently touching multi-year highs, credit spreads near or at post-crisis lows and the return of volatility to both equity and fixed income markets, concerns over a “bond bubble” have, again, become the “topic du jour.”
MARKET INSIGHTS
March 26, 2018
AAM Viewpoints – Spiking Investor Fear May Indicate a Buying Opportunity By : Scott Colyer Every time someone asks for our equity market projection we always include the obvious: a correction can occur at any time. Corrections are normal, needed and provide structure for markets to move higher over the long term.
MARKET INSIGHTS
March 02, 2018
Tariffs: Clarity, Not Chaos in the Numbers By : Matt Lloyd The announcement of the implementation of tariffs on steel and aluminum has once again awakened investor anxiety.
MARKET INSIGHTS
February 26, 2018
AAM Viewpoints – An Earnings Resurgence By : Mike Boyle, CFA Be careful what you wish for. Many market commentators, us included, have been highlighting the long absence (about 15 months) of a 3% or greater setback for the S&P 500.
MARKET INSIGHTS
February 09, 2018
Abrupt Change In The Yield Curve – Supports Growth Outlook By : Scott Colyer For the last year or so there has been extensive conversation surrounding the flattening of the U.S. Treasury yield curve.
MARKET INSIGHTS
February 06, 2018
Nasty Bears Put the Hurt on Goldilocks | Keeping Your Head Attached When Those Around You Are Losing Theirs By : Scott Colyer Over the last few days the markets have been crushed down over 10%. The sentiment in the equity markets have turned from extreme greed to extreme fear in a period of a few days.
MARKET INSIGHTS
January 29, 2018
AAM Viewpoints – Spiking the Porridge. Goldilocks Economy Gets Extra Innings. By : Scott Colyer Synchronized global economic growth is a reality and after nearly a decade of record-breaking monetary stimulus in the form of Quantitative Easing (QE), many of the world’s central banks are handing the reins of economic stimulus to fiscal measures.
MARKET INSIGHTS
January 22, 2018
AAM Viewpoints – The Future’s So Bright (You Better Wear Shades!) By : JB Golden, CFA There is a growing consensus amongst bond market participants that 2018 will shape up to be a good year for municipal bonds. We closed out 2017 with strong December performance, making the year one of the best in recent memory.
MARKET INSIGHTS
January 08, 2018
2018 Investment Outlook By : Matt Lloyd In our 2018 Economic playlist we hit on the hot-spots of the most important areas of the globe and where we see their trajectory for this year. Just like an eclectic playlist with various genres of music, the myriad of data metrics continues to point to a comprehensive growth theme.
MARKET INSIGHTS
December 18, 2017
The 2018 Economic Playlist: Carry the Tune By : Matt Lloyd We see a continuation of many of the stronger economic tail winds that blew in 2017 through 2018.
MARKET INSIGHTS
December 06, 2017
The “Hack” For Fixed Income Portfolios? By : Matt Lloyd Browse through any social media post and you will no doubt get countless advertisements about productivity hacks, smartphone hacks or any multitude of hacks meant to make life easier or less complicated (two different things in actuality).
MARKET INSIGHTS
December 04, 2017
AAM Viewpoints – The 2nd Longest Expansion and One Reason It May Continue By : Tracy Nolte It is more difficult to be an optimist than it is to be a skeptic. Over the past few years, optimists have weathered article after article predicting certain doom to the most unloved bull market in history.
MARKET INSIGHTS
November 13, 2017
AAM Viewpoints – Higher Yields Can Deceive – Are MLPs Flashing a Danger Sign? By : Scott Colyer Energy Master Limited Partnership (MLP) shares have generally fared poorly this year. Against a backdrop of generally higher equity prices and low bond yields, this asset class has suffered.
MARKET INSIGHTS
November 03, 2017
The Confusion of a Siren’s Call By : Matt Lloyd We have often said, “Don’t confuse hiccups for heart attacks.” Perhaps the more relevant version is not to confuse a siren’s call with the sound of the wind.
MARKET INSIGHTS
October 30, 2017
AAM Viewpoints – The Trend(s) Are Our Friends By : Jacob Johnston, CFA The current bull market run has been one for the record books. The S&P 500 has a total return of over 350% over the last 102 months (3/9/2009 – 10/25/2017), but even at this point in the cycle we believe the market can continue its historic run.
MARKET INSIGHTS
October 10, 2017
AAM Viewpoints – Market Aging Like Fine Wine By : Peroni Portfolio Advisors For years Wall Street and Main Street have marveled at the stock market’s ability to withstand a steady barrage of challenging headline news.

Effective, June 10, 2016, please note that Gene Peroni left Advisors Asset Management (AAM) to become President of Peroni Portfolio Advisors, Inc. Peroni Portfolio Advisors, Inc. ("PPA") is an investment advisor independent of AAM.