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Market Outlooks
Market GPS 2023: Finding the silver lining
Curated content for RIAs.
Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining. In our Market GPS webcast, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead.
Market Outlooks
Muni Bond Update: Credit Quality Still Looks Strong
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While 2023 has started on shaky ground for the municipal bond market, there are reasons to be optimistic for more stability ahead, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Municipal Bond Research.
Market Outlooks
Recession, Inflation, and Duration Considerations
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Are markets correctly pricing inflation? What flavor of recession are our economists anticipating? What roles will quality and duration play in 2023 within the fixed income asset class? Our economists discuss key questions facing investors today in our latest Macro Perspectives.
Market Outlooks
AAM Viewpoints: The Investing Map Has Undergone a Regime Change | A Pivot to Emerging Markets Appears Prudent
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Over the past two years the markets have undergone a seminal change.
Market Outlooks
AAM Viewpoints: Dividends Increasingly Important During Increasing Rates
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At less than two months into 2022, the market has reached levels of volatility not seen in over a year.
Market Outlooks
AAM Viewpoints: Jobs and CPI: Fuel for the Fed to Start Their Engines
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The January jobs report — headlined by the Change in Nonfarm Payrolls number of 467,000, which was significantly higher than expectations (125,000) — was nothing short of spectacular.
Market Outlooks
AAM Viewpoints: Recent Volatility and the Flattening Yield Curve
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In conversations beginning as early as last June, we periodically described selected Federal Open Market Committee (FOMC) meetings as “the most important meeting in recent memory.”
Market Outlooks
AAM Viewpoints: Investing During a Tightening Cycle
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In about two months the Federal Reserve is expected to issue its first interest rate hike in three years, and presumably begin a new tightening cycle.