Featured Webcasts

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?

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China - Healing Self-Inflicted Wounds?

After rapid growth in recent decades, China now seeks to steer its economy toward a slower, more sustainable growth path. Recent policy initiatives have pummeled China’s consumer confidence and stock prices. In late 2022, the Chinese government eased some of its more restrictive policies in efforts to catalyze future growth. Given this change, how should investors be positioned?


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Restoring the Foundation in Fixed Income

The rise in US Treasury yields in 2022 resulted in sizable losses for fixed income investors.  The silver lining is that fixed income assets can now provide a more meaningful contribution to portfolio results going forward.

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2022 US Mid-Term Elections

US Mid-term elections are set for November 8th, with Democrats holding narrow control of Congress and the Presidency. All of the House of Representative seats and one third of the Senate seats are up for re-election. ACG discusses the history of mid-terms and their impact on the markets, and the key market considerations and potential outcomes of these upcoming elections.

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Real Estate in a Rising Interest Rate Environment

Real estate can play an important role in diversified portfolios by acting as a hedge against rising prices. However, like other income producing asset classes, rising interest rates can put downward pressure on real estate valuations. Can real estate offer investors inflation protection if the Federal Reserve continues to raise rates to combat higher prices?

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