Financial Industry Insights from Advisors Asset Management

Content Type
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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).
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.”
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.
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?”
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.
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.

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.