Sector Changes 

The Global Industry Classification Standard (GICS®) has undergone recent changes to better reflect an evolving economic environment in which technology plays an increasingly complex role. 

In this monthly spotlight article, ACG looks at how changes to certain equity sectors may affect the composition of key market indices.  

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Late Cycle Investing  

After nine years of economic expansion, investors are now wondering when the next recession will occur.  To help answer this question, ACG analyzes several indicators that have helped predict previous recessions and market downturns. 

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Emerging Market Outlook 

After delivering solid returns in 2017, emerging market equities have struggled year-to-date. ACG outlines several factors that have contributed to the recent underperformance, as well as how investors should be positioned going forward. 

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Long-Term Investing – It’s Not Always Easy!

With the expectation of enhancing wealth through time, investing is a long-term exercise.  Given human nature, investors of all levels of sophistication spend a great deal of time and energy focused on short-term events and outcomes.

ACG discusses why adopting a long-term investing approach is one of the few real edges any investor can hope to exploit.

China 2018

China, the second largest economy in the world, is evolving from a manufacturing/export-driven economy to a more consumption/service-driven economy.  

ACG discusses China’s economic growth and composition, along with debt concerns and investment opportunities.

BXM & PUT Update