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Market Outlooks
Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth
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Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
Market Outlooks
Expect Less Volatility in 2021, but Uncertainties Remain
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Co-Head of Equities George Maris discusses the uncertainties investors will need to prepare for in the year ahead, despite his expectation that the extreme levels of volatility we experienced this year will diminish in 2021.
Market Outlooks
How the Return to “Normal” Could Reshape Markets
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With the end of the COVID-19 pandemic hopefully in sight, the options market is signaling that the return to “normal” could prompt the reversal of long-standing market trends, while new digital habits are likely here to stay.
Market Outlooks
AAM Viewpoints: The pivot point for 2021
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In a year filled with a cacophony of conflicting messages and each one portrayed as the real black swan event to change the world, it seems overly provincial to narrow the next year down to one metric. However, when this metric is and has been highly disregarded as a material issue anymore, it seems those events approach a level of blind spot that transforms markets.
Market Outlooks
AAM Viewpoints – Our generational opportunity call on commodities remains intact
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In January of this year we published my Viewpoints article, “Generational Opportunity Now for the Next Decade?” The article was a contrarian call on the prices of commodities and outlined what we felt was a very significant price apex and the opportunities that created. Our “big call” for 2020 was a historically compelling opportunity to over allocate to commodities (which we framed as Metals, Materials, Agriculture and Energy) in portfolios.
Market Outlooks
AAM Viewpoints: Election head fakes & virus bright spots
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As we approach the end of the year it is probably safe to say that few if any have ever experienced a year like 2020. The municipal market also experienced a year like no other with the only recent parallel being – at certain times during the year – the 2008 financial crisis.
Market Outlooks
AAM Viewpoints: Unusual market has historical fortitude
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Stating the obvious, 2020 has not been a business-as-usual kind of year. Within months of its start it became a “year interrupted” by the global outbreak of COVID-19. That alone presented a massive challenge for the economy and potentially set a lasting course change for how business and daily life might be conducted for months and possibly years to come.
Market Outlooks
AAM Viewpoints – The election results are in, but what about equity returns?
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No “hanging chad” this year, but definitely lots of drama and a bit of a delay which of course seems par for the course given the year 2020 has been so far. Currently it looks like the election results point to a victory for former Vice President Joe Biden, but this of course is barring any reversals after recounts in states with close margins and any substantive legal issues.
Market Outlooks
AAM Viewpoints: Time is an investor’s greatest asset
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The New York Stock Exchange was founded over two centuries ago, in 1792. Since its founding, it has faced a plethora of destructive events: The Napoleonic Wars, U.S. Civil War, WWI, The Spanish Flu, The Great Depression, WWII, The Cold War, Korean War, Vietnam war, Gulf Wars, Great Recession, and now the COVID-19 pandemic.