Assessing the Investment Opportunity in Cryptocurrency

The cryptocurrency market, and specifically Bitcoin, has grown significantly and investors are eager to participate in high potential returns. Crypto can serve multiple purposes - a store of value, and also a mechanism for more consumers to access the global financial system. ACG dives deeper into the crypto market and assesses a number of risks that investors should evaluate before considering an allocation.

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Reassessing Opportunities in China A-Shares

Chinese equities outperformed most global equity indices in 2020, particularly emerging markets. China’s domestic (A-share) equity market remains relatively untapped by foreign investors. As China continues to grow and become more accessible to foreign investors, ACG examines the expanding investment opportunity set.

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Future Return Expectations

Current low interest rates, tight credit spreads and high equity valuations point to lower future returns. It is truly an unprecedented market environment, making forecasting as challenging as ever. ACG reviews long-term historic performance trends, outlines expectations for future returns and provides guidance for allocating capital going forward.
 
 

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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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