Insights

Financial Industry Insights from Advisors Asset Management

Publication
Author
Topic
Content Type
Date
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.
MARKET INSIGHTS
October 02, 2017
AAM Viewpoints – 10 Years Later By : Mike Boyle, CFA September is now in the books and despite the odds the S&P 500 posted a positive return of 1.93% for the month and closed at a new all-time high. This is noteworthy because historically September is the worst month to own stocks (based on 75 years of data).
MARKET INSIGHTS
September 25, 2017
AAM Viewpoints – Inflation and Interest Rates By : Brian Gilbert As markets expected, the Federal Reserve left interest rates unchanged in their September meeting. However, inflation is still running below their target and Fed chair Janet Yellen described it as something of a “mystery.”
MARKET INSIGHTS
September 18, 2017
AAM Viewpoints – The Stretch Run By : Matt Lloyd Heading into the most interesting fourth quarter since last year – at least that is what I am expecting from some headlines over the next two weeks – it seems an appropriate time to accentuate our attention span decline and look at how we see the final three months unfolding in a few key areas.
MARKET INSIGHTS
September 05, 2017
AAM Viewpoints – Duration Matters By : Jim Costas There is an ongoing discussion of the Fed raising rates, global inflation growing and the unwinding of the FOMC (Federal Open Market Committee) balance sheet. Depending on how much weight you give these probabilities, they all point toward higher interest rates – the question is, “How much higher?”
MARKET INSIGHTS
August 28, 2017
AAM Viewpoints – A Closer Look at Valuation By : Jacob Johnston, CFA Stretched valuations have become a common talking point in regard to domestic equity markets. This is a rather uncontroversial claim given the current bull market cycle is approaching 8.5 years and the S&P 500 is sitting near all-time highs.
MARKET INSIGHTS
August 11, 2017
Chinese Economy Shows Resilience as U.S. & Eurozone Growth Lag Behind By : Rothschild Asset Management Economic growth improved in the 2nd quarter (Q2) of 2017 in several countries, although not to levels suggested by the various confidence indicators.
MARKET INSIGHTS
July 24, 2017
AAM Viewpoints – Mid-Year Fixed Income Review By : Brian Gilbert The first half of 2017 provided positive returns across fixed income asset classes. The most commonly referenced taxable fixed income index, the Bloomberg Barclays U.S. Aggregate Index, posted a gain of 2.27% with slightly higher returns in the Investment Grade Corporate Space.
MARKET INSIGHTS
July 17, 2017
AAM Viewpoints – Rising Global Interest Rates Tracking Global Economic Growth – Higher Inflation Likely By : Scott Colyer Something began to change in global bond markets in the third week of June. Interest rates began to rise globally in a synchronized way.
MARKET INSIGHTS
June 19, 2017
AAM Viewpoints – Mid-Year Outlook: of Sentiment, Substance & Symbolism By : Matt Lloyd As we embark on the second half of the year, the most elevated of questions about where we might be headed is determining what is symbolic and what is substantial.
MARKET INSIGHTS
June 15, 2017
Eurozone Economic Growth Contrasts Mixed U.S. Outlook By : Rothschild Asset Management The downtrend of commodity prices since January is having an impact on consumer prices. In fact, after peaking at the beginning of the year, inflation is falling almost everywhere. Meanwhile, global economic activity remains moderate and the uncertainty regarding the scenario of an accelerating world economic activity is growing, with the notable exception of the Eurozone.
MARKET INSIGHTS
June 12, 2017
AAM Viewpoints – Time to Dial Up Value Exposure? By : Jacob Johnston, CFA It has been tough sledding for Value stocks in 2017. The Financial Times recently noted, “U.S. growth stocks are now thumping their value counterparts by the most since 2000.”
MARKET INSIGHTS
May 15, 2017
AAM Viewpoints – Commodity Weakness Brings Insiders In Buying Hand Over Fist By : Scott Colyer The last three months of 2017 have witnessed a significant correction in the commodity markets. As global growth moderated a bit, energy and materials turned lower.
MARKET INSIGHTS
May 10, 2017
Is the Volatility Index a Reliable Leading Indicator? By : C.J. Lawrence LLC The low VIX (VIX-CBOE Volatility Index) reading is certainly grabbing headlines, but in our work, over the years, we believe the index has not shown to be a reliable leading indicator of equity market returns. Contrarians associate the low level of the VIX with investor complacency.
MARKET INSIGHTS
May 01, 2017
AAM Viewpoints – 2-Part Series | Part 1: Are We Facing Another Housing Bubble? By : Brian Gilbert Traditionally, the housing market is not as prone to bubbles as other financial markets, but we are seeing more and more headlines speculating that we may be on the verge of the next correction in the housing market.

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.