Insights

Financial Industry Insights from Advisors Asset Management

Publication
Author
Topic
Content Type
Date
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. ​
MARKET INSIGHTS
July 31, 2017
HIMCO Market Outlooks By : Hartford Investment Management Co Strong earnings shrug off the slack in the Trump Trade. Despite slow progress in promises made for lower corporate tax rates, foreign cash repatriation, and reduced regulation, the S&P 500 rallied to an all-time high of 2454 on June 19th and modestly retreated from there on the back of hawkish Central Bank speak to end the quarter at 2423, a total return of +3% for the quarter. One-third of this return came from improved earnings growth expectations for the year (which now sit at +11%), supported by a strong 1Q17 earnings season (with 47% of companies beating estimates on sales and earnings versus 35% historical average), and healthy management guidance.
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
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
March 14, 2017
The Decline of Market Volatility By : Chris Vandiver, CFA Where is the volatility? If I asked you to give me a list of what’s happening in the news, I would bet three out of five headlines you give me will be negative events.
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.

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.