https://www.aamlive.com/AAM ViewpointsBond MarketsFeaturedMunicipal MarketsU.S. EconomyVideoAffiliate CommentaryEquity MarketsPartner CommentaryGlobal MarketsMarket Commentaryhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:55a00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/aam-viewpoints---market-volatility-vs-municipal-stabilityAAM ViewpointsBond MarketsFeaturedMunicipal MarketsU.S. EconomyThe municipal bond market has been a boring place to operate during the market volatility of the past few weeks, and that has been a wonderful thing!Mon, 30 Mar 2026 15:59:45 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:ffa00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/video--with-inflation-proving-more-persistent-how-should-investors-be-thinking-about-positioning-portfolios-for-a-more-uncertain-rate-pathVideoU.S. EconomyBond MarketsCliff and the panel discuss stickier inflation by emphasizing diversification, quality income-producing assets and fixed income.Mon, 30 Mar 2026 15:46:14 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:e3a00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/how-are-ongoing-geopolitical-tensions-reshaping-volatility-and-where-do-you-see-both-risks-and-opportunities-emerging-across-asset-classesVideoU.S. EconomyMatt and the panel exchange ideas on possible heightened volatility and headline risk, but also focusing on where opportunities for disciplined investors may lie.Mon, 30 Mar 2026 15:43:37 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:cfa00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/video--how-should-investors-think-about-concentration-risk-today-and-are-we-nearing-a-point-where-diversification-could-become-a-meaningful-tailwindU.S. EconomyVideoJake and the panel share insight on navigating the current shifting market leadership.Mon, 30 Mar 2026 15:41:53 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:64a00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/video--with-infrastructure-investments-becoming-a-central-theme-this-cycle-where-are-the-most-compelling-opportunities-today-and-how-should-investors-think-about-accessing-themVideoU.S. EconomyCliff and the panel discuss infrastructure investments that may come across in digital assets, energy transmission, utilities and essential services.Mon, 30 Mar 2026 15:39:16 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:37910b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/aam-viewpoints---the-almost-economyU.S. EconomyAAM ViewpointsAffiliate CommentaryFeaturedIn an economy where many things are almost what they appear to be, we thought it would be appropriate to discuss several things in the economy that feel “almost” but not exactly.Mon, 23 Mar 2026 16:23:18 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:fd620b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/aam-viewpoints---navigating-the-storm-why-history-favors-resilience-amid-middle-east-tensionsU.S. EconomyFeaturedEquity MarketsAAM ViewpointsWhile the headlines are unsettling, history gives us some useful perspective: markets often stumble during major crises, only to regain their footing once the initial uncertainty begins to clear.Mon, 09 Mar 2026 16:26:44 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:07500b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/aam-viewpoints---navigating-private-credit-with-discipline-in-a-divided-marketU.S. EconomyAAM ViewpointsAffiliate CommentaryAs we head deeper into 2026, the U.S. private credit market — particularly the core and lower middle market direct lending segments — continues to demonstrate resilience and relevance.Mon, 02 Mar 2026 17:21:26 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:58500b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/trade-uncertainty-is-here-to-stayU.S. EconomyPartner CommentaryGlobal MarketsThe Supreme Court ruled 6-3 to strike down a portion of President Trump’s tariffs. We expect uncertainty over the process for refunds to be protracted.Mon, 02 Mar 2026 17:17:25 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:7d3e0b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202602/aam-viewpoints---diversification-takes-home-the-goldAAM ViewpointsEquity MarketsFeaturedU.S. EconomyThe start of 2026 has already indicated that this year may look different. The S&P 500 Index is essentially flat through the first seven weeks, however, performance beneath the surface has been strong.Mon, 23 Feb 2026 20:10:33 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:10230b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202602/aam-viewpoints---2026-a-revival-of-the-underdogsU.S. EconomyPartner CommentaryFeaturedEquity MarketsAAM ViewpointsJanuary proved to be a month characterized by expansive price swings and only moderate gains among the major indices. An old Wall Street adage states that “As goes January, so goes the year.”Mon, 09 Feb 2026 15:00:09 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:f60c0b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202602/aam-viewpoints---risks-and-opportunities-a-2026-playbookPartner CommentaryEquity MarketsAAM ViewpointsThe U.S. economy in 2025 was characterized by accelerating growth and a relatively low unemployment rate of 4.4%. After starting the year with a negative 0.9% growth rate, gross domestic product (GDP) accelerated as the year progressed.Mon, 02 Feb 2026 17:36:27 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:a5fe0a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202601/aam-viewpoints---strategic-resilienceU.S. EconomyPartner CommentaryAAM ViewpointsEquity MarketsGlobal equity markets have been undergoing a meaningful shift as international stocks took the lead in 2025.Mon, 26 Jan 2026 16:48:16 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:dff30a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202601/aam-viewpoints---4-potential-ways-investors-can-win-in-a-broadening-marketU.S. EconomyFeaturedEquity MarketsAAM ViewpointsFor much of the past two years, the bull market has been a "top-heavy" affair. Driven by a handful of mega-cap technology giants, the S&P 500 marched higher while the "average" stock often sat on the sidelines.Tue, 20 Jan 2026 19:07:55 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:87e30a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202601/eleven-big-themes-for-2026U.S. EconomyPartner CommentaryEquity MarketsHappy new year! As we kick off 2026, BGO has identified 11 themes (not 10 but 11 big themes because, well, these go to 11!) to watch for in the year ahead. Some are centered on the macroeconomy, while others focus more on commercial real estate (CRE).Mon, 12 Jan 2026 16:28:58 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:2ae30a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202601/aams-2026-investment-outlookU.S. EconomyMunicipal MarketsMarket CommentaryGlobal MarketsFeaturedEquity MarketsAAM Viewpoints2025 had a bit of everything for everyone when it comes to the markets. For years, we stated that the markets seem to be following the “rule of entropy” in which markets move from stability to chaos versus the logical opposite.Mon, 12 Jan 2026 16:07:55 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:bdd90a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202601/video-looking-ahead-to-2026-what-macro-or-market-forces-do-you-see-having-the-greatest-impact-on-returnsVideoU.S. EconomyMarket CommentaryFeaturedMatt Lloyd and the panel discuss broad market trends and what may influence investments in the coming year.Wed, 07 Jan 2026 15:42:10 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:aad90a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202601/video-as-rates-and-liquidity-conditions-evolve-where-are-the-most-compelling-opportunities-in-alternatives-todayVideoU.S. EconomyMarket CommentaryCliff Corso and the panel turn their discussion to examine how changing interest rates and liquidity impact alternatives.Wed, 07 Jan 2026 15:40:12 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:96d90a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202601/video-after-an-extended-period-of-technology-led-performance-do-you-expect-market-leadership-to-broaden-across-sectors-or-will-tech-remain-the-primary-driver-of-equity-returnsVideoU.S. EconomyEquity MarketsJacob Johnston and the panel consider whether equity market leadership will diversify beyond technology or remain concentrated in the tech sector.Wed, 07 Jan 2026 15:38:03 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:65d90a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202601/video-how-important-is-it-to-own-quality-and-have-downside-protectionVideoMarket CommentaryCliff Corso and the panel discuss strategies that may mitigate risk.Wed, 07 Jan 2026 15:35:00 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:a0bd0a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202512/how-the-grinch-stole-cre-masFeaturedU.S. EconomyEvery investor in IOU-ville liked rate cuts a lot, but the Grinch up on Mount Dumpit surely did not.Thu, 18 Dec 2025 16:37:10 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:7b940a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202511/aam-viewpoints---bulldog-investing-for-adverse-market-conditionsAAM ViewpointsPartner CommentaryEquity MarketsCurrent market conditions provide an optimal environment for Bulldog investing, in our opinion, given our focus on companies that compete effectively in high growth sectors.Mon, 24 Nov 2025 18:31:14 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:327e0a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202511/aam-viewpoints---the-great-paradoxAAM ViewpointsBond MarketsFeaturedU.S. EconomyPartner CommentaryThe financial markets posted strong gains in October despite a crosscurrent of potential economic headwinds. However, a paradox has emerged where investors have apparently overlooked short-term concerns in favor of long-term growth opportunities.Mon, 10 Nov 2025 17:16:06 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:d90c0a18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202509/aam-viewpoints---catalysts-piling-up-for-municipals-as-the-fed-begins-cutting-ratesAAM ViewpointsBond MarketsMunicipal MarketsU.S. EconomyFeaturedBoth fundamentals and technicals play a key role in reaching conviction on a trade in financial markets and this holds true for the municipal market as well.Mon, 29 Sep 2025 15:26:38 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:ef000918-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202506/aam-viewpoints---the-inflation-and-full-employment-tug-of-war-the-dueling-of-the-feds-dual-mandate-to-start-an-eventful-summerAAM ViewpointsFeaturedU.S. Economy2025 was already lining up to be a contentious year as the Fed gets closer and closer to a long-awaited interest rate cutting cycle.Mon, 16 Jun 2025 17:14:21 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpg