Advisors Asset Management, Inc.

Bigger Isn’t Always Better. The AAM/HIMCO Short Duration Fund’s performance has benefited from its expanded opportunity set, laddered portfolio, and weighted average life, driving results higher. ASDIX has in fact outperformed the three highest AUM funds with a duration of under three years in the Morningstar Short Term Bond Universe (as of 9/30/24) on a trailing three-, five- and ten-year basis, while generating a similar level of income.

As the Federal Reserve (#TheFed) shifts its monetary policy, #investors are keenly observing how #interestrate sensitive asset classes are likely to react. Navigating this environment requires an understanding of how interest rate cycles influence asset valuations and total return. For preferred security investors, low duration preferreds may offer an appealing combination of high-income potential and attractive valuation profiles.

Dividend growth indexes, a segment of quality factor investing, may actually be exposed to lower quality, sluggish dividend growers with unfavorable earnings trends. If so, might an active approach to dividend growth investing be more prudent? With 25+ years of experience across various market environments, Brentview Investment Management, subadvisor to #BDIV, has a singular focus and proven track record of investing solely in dividend-paying equities. https://lnkd.in/eU-dsv2d #etfs #exchangetradedfunds

Dividend growth indexes, a segment of quality factor investing, may actually be exposed to lower quality, sluggish dividend growers with unfavorable earnings trends. If so, might an active approach to dividend growth investing be more prudent? With 25+ years of experience across various market environments, Brentview Investment Management, subadvisor to BDIV, has a singular focus and proven track record of investing solely in dividend-paying equities. https://lnkd.in/eU-dsv2d #etfs #BDIV #exchangetradedfunds

We are excited to participate in the #NAPFA Conference from October 30 – November 2 in Nashville, TN. If you’re attending, please be sure to visit AAM at Booth# 109 where Dave Seibert and Michael Daly will be talking to advisors and highlighting how AAM’s innovative solutions and services can help you achieve your business goals. We look forward to seeing you there! https://lnkd.in/g3JD4jSZ #FinancialAdvisors #Investors #Nashville NAPFA - National Association of Personal Financial Advisors

There is a massive supply & demand imbalance because the resale market is still locked up. Although buyer interest improved after the #Fed move in September, #mortgagerates rose quickly in October so activity will likely remain subdued. Mortgage rates remain elevated, and show no signs of coming down meaningfully, while prices remain high and builder confidence (HMI) remains well below the historical average of 52. Read Brian Gilbert's latest viewpoints article: https://lnkd.in/egyiutBj

This week's Viewpoints commentary by Portfolio Manager Brian Gilbert is now available. "Housing data can be a useful barometer for where the general economy might be headed as the combined contribution to GDP generally averages 15–18% through residential investment and consumption spending on housing services. The residential contribution to the Fixed Investment component of GDP in Q2 was negative for the first time since Q1 2023 at -0.11%. Even though the Q2 print for GDP was 3.0% and the Atlanta Fed currently estimates Q3 GDP at 3.4%, we believe we should keep an eye on the trends as challenges in housing remain." #housingmarket #mortgagerates #USeconomy

Indexing a dividend growth strategy may potentially expose a portfolio to lower quality, sluggish dividend growers with unfavorable earnings trends. Go beyond indexing with BDIV – an actively managed dividend growth strategy. Learn more: https://lnkd.in/eBJmPkWs

Indexing a dividend growth strategy may potentially expose a portfolio to lower quality, sluggish dividend growers with unfavorable earnings trends. Go beyond indexing with BDIV – an actively managed dividend growth strategy. Learn more: https://lnkd.in/eBJmPkWs

Be competitive with ASDIX. While short duration #fixedincome is often thought of as a cash management tool or tactical allocation, we believe it can play an important role within a diversified portfolio and #investors ought to consider an allocation to this asset class for the long run. The AAM/HIMCO Short Duration Fund seeks enhanced income through an expanded opportunity set. It has also provided a competitive total return as well as long-term risk adjusted returns. We believe the Fund can act as an attractive complement to core bond strategies. Get More Information: https://lnkd.in/eJAmZQEE