Insights

Financial Industry Insights from Advisors Asset Management

Publication
Author
Topic
Content Type
Date
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.
MARKET INSIGHTS
April 25, 2017
The French Connection By : Matt Lloyd With the markets relieved about the two choices in the final election in France offering a moderate selection rather than a dynamic binary choice, we have moved back to the “concern du jour.”
MARKET INSIGHTS
April 24, 2017
AAM Viewpoints – A Bird in the Hand AND Two in the Bush By : Jacob Johnston, CFA The Trump Rally has paused. A pause might be considered a moral victory given some of the many geopolitical uncertainties.
MARKET INSIGHTS
March 27, 2017
AAM Viewpoints – A Few Chinks in the Armor By : Mike Boyle, CFA It appears both the “Trump Rally” and the “Trump Agenda” are beginning to develop a few chinks in the armor, and it may be that the latter – or more specifically a lack of confidence in the latter – is causing the former.
MARKET INSIGHTS
March 13, 2017
AAM Viewpoints – The Canary in the Coal Mine – Still Tweeting? By : Scott Colyer As we near the end of the first quarter of 2017 our focus has been on a new U.S. President, rising interest rates and equity markets hitting one new high after another. However, we are very aware that this bull market is getting quite old, by historic standards, and we want to be vigilant for any signs that the market could be turning.
MARKET INSIGHTS
March 02, 2017
Inflating European Expectations By : C.J. Lawrence LLC The Wall Street Journal reported on 2/22/2017 that for the first time in almost four years, none of the Eurozone’s 19 member countries was in deflation during January. Aggregate Inflation across the region is now 1.8%, approaching the ECB’s (European Central Bank) target of 2.0%.
MARKET INSIGHTS
February 21, 2017
AAM Viewpoints – Think Twice Before Abandoning Fixed Income By : JB Golden, CFA The sharp move up in rates after the November U.S. presidential election reminded fixed income investors of the risks associated with bonds in a rising rate environment. With prospects for more inflationary fiscal policy under the Trump administration, the U.S. 10-Year Treasury began a sell-off in early November 2016 moving from 1.75% to 2.60% by mid-December.
MARKET INSIGHTS
February 15, 2017
The “I’s” Have It Series – Inflation By : Matt Lloyd The last in “The ‘I’s’ Have It Series” is perhaps the most influential to investors…inflation. The rising trend that has been in place for some time but suddenly “got lit.” More importantly, it was ignored for some time even though the signals were flashing an increasing challenge to the Federal Reserve and the markets in general.
MARKET INSIGHTS
February 08, 2017
The “I’s” Have It Series – Income Taxes By : Matt Lloyd One large expectation with the new administration is the cut in individual and corporate income taxes. Now that we are roughly three weeks into the new administration, there are already those who are clamoring for the details of the policy while the new administration is extending the period with which they are saying a new policy may come into action.
MARKET INSIGHTS
February 02, 2017
The "I’s" Have It Series – International By : Matt Lloyd The potential and promise of global economic increases has been in holding pattern for the last few years. The MSCI World, excluding the United States, has had a total return of -6.09% over the last few years with the 2016 return looking to be slightly positive. The way things stacked up toward the end of last year we are seeing some rare territory for the global equity markets, not including the United States.
MARKET INSIGHTS
January 25, 2017
The “I’s” Have It Series – Interest Rates By : Matt Lloyd The direction predicted for many years appears to be lifting off, though the trajectory and whether escape velocity can be achieved are two important questions. Rates need to be reviewed on a Federal Reserve and broad-based central bank perspective as well as the market rates from debt to credit issued to consumers and businesses.
MARKET INSIGHTS
January 19, 2017
The “I’s” Have It Series – Indicators By : Matt Lloyd In our 2017 Investment Outlook, “The I’s Have It,” we denoted several key areas to focus on. While we made the case for each “I” there was more detail into each section that we felt deserved a bit more explanation.

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.