The Election is Over – Or is it?

Joe Biden surpassed 270 electoral votes to become President-Elect, but legal proceedings and key Senate races could delay definitive results. A new Biden administration will likely pursue several policy changes relating to taxes, spending, regulations, climate, etc. ACG highlights policy issues most likely to be in focus under the administration and the anticipated impact on markets.

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SPACs: Blank Checks, Full of Promise

Interest in SPACs (Special Purpose Acquisition Company) has surged as investors seek alternatives to traditional IPOs. In this article, ACG describes the SPAC structure, evolution and market dynamics, along with perspectives on private and public equity investment opportunities.

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The Federal Deficit…a Widening Gap

The US government’s fiscal response to the pandemic-induced recession has led to levels of spending not seen since WWII. The economic downturn has left government tax revenue far below current levels of spending. ACG discusses the impact of rising federal debt on future economic growth and the implications for investors.
 
 


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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.

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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.
 

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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.

 

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