Are Investors Becoming Complacent?

Risk assets have continued their rally in 2021 as investors discount an end to the pandemic and a surge in global economic growth. Valuations across traditional stocks and bonds remain elevated. More complex segments of the financial markets, including crypto-currencies and SPACs are being inflated by speculation and social media momentum. Are investors becoming complacent?

Time To Bet Against The US Dollar?

We are currently experiencing one of the longest periods of US dollar strength in the last 50 years, leading some to question if it’s time for a reversal. ACG explains the key drivers of currency strength/weakness, the impact on various asset classes and how this might influence portfolio positioning.

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Inflation & Real Assets

Recent government spending and loose monetary policy have raised near-term inflation concerns for investors and asset managers. Real assets can offer an attractive hedge against inflation relative to other financial assets. ACG explains why now is a good time to assess portfolio positioning and review how real assets can help protect against rising prices.

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The Private Market Opportunity

Private market investment allocations continue to grow for institutional and high net worth investors, and continue to play an important role as potential return enhancers. In this report, ACG discusses opportunities and trade-offs that investors should consider when pursuing private market investments.

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Does A Fixed Income Allocation Still Make Sense?

Amidst tight credit spreads, historically low total yields and uncertainty regarding the path of interest rates, investors have questioned the value of fixed income allocations within their portfolios. Despite expectations of lower return and higher volatility, ACG explains why fixed income can continue to provide portfolio protection while offering opportunities for return enhancement.

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