Advisors Asset Management, Inc.

Join us to hear from one of our premier partners, Sawgrass Asset Management, LLC, to discuss their risk-conscious approach to picking high-quality growth #stocks. Sawgrass has employed their #investment process for their institutional clients for over 20 years and their large cap institutional strategy has historically one of the lowest standard deviations and strongest downside capture ratios. Register now for the 22 min or under brief webcast. Can’t make it? Register anyway and we will send a replay. https://lnkd.in/d7VeBa3S #ETFs

Join us to hear from one of our premier partners, Sawgrass Asset Management, LLC, to discuss their risk-conscious approach to picking high-quality growth #stocks. Sawgrass has employed their #investment process for their institutional clients for over 20 years and their large cap institutional strategy has historically one of the lowest standard deviations and strongest downside capture ratios. Register now for the 22 min or under brief webcast. Can’t make it? Register anyway and we will send a replay. https://lnkd.in/d7VeBa3S #ETFs

#Privatecredit is a specialized area of #investing, so it is crucial to work with a manager who has a long track record and vast experience sourcing and managing loans. Kimberly Grant, Managing Director at Crescent Capital Group LP, details some of the necessary due diligence a manager should do to ensure companies act prudently. Access the Crescent Platform: https://lnkd.in/dPxR4Gci

"Semiconductors have garnered most of the attention in the artificial intelligence (#AI) arms race. Semiconductor performance has been quite good with the Philadelphia Stock Exchange Semiconductor Index up 27% year to date (as of 8/21/24), well ahead of the S&P 500. What might be surprising is...." Read more in Jacob Johnston, CFA's Viewpoints commentary, "Energy Infrastructure an AI Choke Point": https://bit.ly/3T5ufal

This week's Viewpoints commentary by Portfolio Manager Jacob Johnston, CFA is now available. "We believe these trends are secular in nature and expect midstream #energy infrastructure companies focused on natural gas as long-term beneficiaries. However, just like the technologies driving the increase in electricity consumption, the energy infrastructure investible universe is rapidly evolving." #AI

AAM’s Strategic Partner Pence Capital Management's CIO Dryden Pence sat down with InvestmentNews anchor Gregg Greenberg to discuss his bullish forecast for the rest of 2024, as well as his positive outlook for construction and engineering stocks.

Thank you to Crescent Capital Group LP's Kimberly Grant, for highlighting the potential benefits of an allocation to #privatecredit including: · Enhanced performance · Improved stability of returns · Increased diversification · Incremental downside protection Learn more about the benefits: https://lnkd.in/deBSJCHZ

This week's Viewpoints commentary by CEO Scott Colyer is now available. "Regardless of the #economy over the next 12 months, we think it is time to shift from offense to a more neutral risk stance of quality and defense. We don’t see a #recession on the horizon, but we see conditions that could lead to one. In the asset allocation business, risk happens fast. We don’t see a protracted #bearmarket, but we would like to have some cash on hand to do some buying when the aftershocks happen."

Kimberly Grant, Managing Director, Crescent Capital Group LP, provides a brief primer on #privatecredit, what it is and what it is typically used for. Learn more about the potential benefits of adding private credit to your diversified portfolio. https://lnkd.in/deBSJCHZ  

The Sahm Rule has accurately predicted every US #recession since the 1970s and this rule has recently triggered a warning. Is this time different? Read the new AAM #ETF Insights: Sahm Rule Recession Indicator – And What to Do Next?