Insights

Financial Industry Insights from Advisors Asset Management

Publication
Author
Topic
Content Type
Date
MARKET INSIGHTS
October 17, 2018
The Gilded Age of Disposable Declarations of Despair By : Matt Lloyd The reasons for the sudden and recent selloff in equities and the accelerated nature of it were a bit opaque and left investors, media and money managers melding the antagonists and protagonists together in the ongoing bullish narrative. Here is a brief list of some of the culprits, and potentially why this explanation may not fully explain it.
MARKET INSIGHTS
October 11, 2018
Focus on the Fundamentals By : Matt Lloyd With the selloff in the markets yesterday, many are questioning if this is the start of something bigger or another dip in the longer run upward.
MARKET INSIGHTS
September 18, 2018
My Prerogative: Are 10-Year Treasury Rates Poised to Climb Higher? By : Christopher M. Brigati For the past several months we have been discussing the technical factors that are helping contain 10-Year U.S. Treasury (UST) rates.
MARKET INSIGHTS
September 07, 2018
An Opportunity is Emerging Again By : Matt Lloyd The recent under performance of emerging market has many reasons why, which are important for arriving at a conclusion if the weakness should be bought or not.
MARKET INSIGHTS
August 15, 2018
Spare Some Change? By : Matt Lloyd There are very few truths that bears, bulls and pigs can all agree on; however, being toward the end of the cycle currently rather than early to mid-cycle is one of them.
MARKET INSIGHTS
July 25, 2018
Instability to Give Way to Renewed Confidence? By : Todd Asset Management We think the market is wrestling with a number of cross currents that probably leave it posting lackluster returns until we get some clarity of how the current challenges facing it will be addressed.
MARKET INSIGHTS
June 05, 2018
Common Structured Product Misconceptions – Taking the Other Side By : Robert Sowinski There are two main components of a structured product, the debt component, typically a corporate bond or certificate of deposit, and the option strategy.
MARKET INSIGHTS
June 01, 2018
It’s That TIME Again to Address the Hot Spots of the Week By : Matt Lloyd Recent announcements from the White House have raised the anxiety of markets who are extremely fearful of a trade war escalating from the tariffs announced against Canada, Mexico and Europe.
MARKET INSIGHTS
May 24, 2018
Time to limit your extension risk? Consider Bank Qualified Pac1 Offerings By : Donald Hobart Last week, mortgage rates in the United States reached the highest level since May 2011 as refinancing activity hit multi-year lows.
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 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
The Hatfield and McCoy of Volatility By : Matt Lloyd Volatility and its dormancy for the last year has awoken to a consensus trade that was heavily overweight short volatility.
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 18, 2018
Bull Market is Alive and Well By : Mike Boyle, CFA Looking toward 2018, we expect the S&P 500 to gain 13-17% and eclipse 3100, with an increase in volatility.
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
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
September 26, 2017
August 2017 Market Review By : Rothschild Asset Management Stocks were mixed in August, with large-cap stocks (as measured by the S&P 500 Index) up 0.3%, while small-cap stocks (as measured by the Russell 2000 Index) declined 1.3%.
MARKET INSIGHTS
August 10, 2017
Are Dividends Free? By : Chris Vandiver, CFA Over the past year I’ve noticed a general misconception about how dividends work. Specifically, a misunderstanding of the tradeoff between share price and dividend payout. Any financial textbook would tell you on the day a dividend is paid, the share price should fall by the amount of the dividend.
MARKET INSIGHTS
August 03, 2017
Closed-End Funds: Second Quarter 2017 Review and Outlook By : Cohen & Steers Closed-end funds advanced in the second quarter amid a supportive macro backdrop that was broadly favorable for financial assets. Stocks climbed to record highs on an improving earnings outlook, as global economic growth continued at a modest pace. Bonds advanced and yields declined as inflation remained subdued. ​

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.