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. 

ACG also examines the implications for investment portfolios and what investors should be considering today to prepare for tomorrow.
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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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Private Equity - Is It Worth the Illiquidity?

Private equity presents a unique opportunity with higher potential returns but less liquidity.  After a nine-year bull market in publicly traded stocks, investors are questioning whether the illiquidity is worth it. 

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Artificial Intelligence - Has its time really come?

Recent advances in computing power are turning science fiction into science fact.  ACG weighs in on how investors should respond.

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