Spotlight Article

2020: An Election Year Like No Other

Do previous election years provide any useful guidance for a year as unique as 2020? ACG examines the variables in play for this year’s election, and possible outcomes and portfolio implications.


Read More  

Inflation: Lower For Longer Or Is A Surprise On The Horizon?

While inflation continues to trend below target, the possibility for unexpected higher inflation shouldn’t be ignored. A recent shift in Fed policy increases the likelihood that inflation could run above the Fed’s 2% target over the next few years. ACG discusses the various dynamics that influence inflation expectations and what implications there could be for investment portfolios.
 

Read More  

Location, Location, Vaccination

The pandemic dramatically accelerated the move from traditional office environments to work-from-home for most American office workers. It is clear that a significant portion of workers will move from a five-day in-office work week to something else. Recognizing, navigating and adapting to the new office environment will be key to successful investing in the real estate sector.

 

Read More  

US vs Non-US: Why Diversify?

Over the past ten years US equities have outperformed their non-US peers, however history shows outperformance cycles through time. Contributing factors include differences in index compositions, narrow US leadership, and currency headwinds for non-US equities. ACG examines these contributing factors and the importance of maintaining a long-term, diversified approach.

Read More