Spotlight Article

Sector Changes 


The Global Industry Classification Standard (GICS®) has undergone recent changes to better reflect an evolving economic environment in which technology plays an increasingly complex role. 

In this monthly spotlight article, ACG looks at how changes to certain equity sectors may affect the composition of key market indices.  

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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. 

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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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