Spotlight Article

U.S. - China Technology Cold War

The recently signed “Phase One” trade deal has led to some optimism surrounding U.S. - China relations. That said, both countries are striving for technological dominance while reducing dependence on one another. ACG examines the emerging divide and how economic growth might be impacted in the near-term, as well as opportunities for investors.  


Read More  

Climate Change and Investment Implications

The World Economic Forum recently ranked risks associated with climate change the second biggest risk globally in terms of potential impact. The question for investors is: How does climate change impact my portfolio? ACG describes the environmental and economic impacts, as well as implications for investors.

Read More  

Growing Dispersion in Credit

Lower-rated credit has been a notable laggard year-to-date. While spreads and yields for higher quality issues continue to compress, spreads and yields for the lowest quality issues have increased. ACG examines the causes of this dispersion, opportunities, and factors to keep in mind.

Read More  

Investing and Politics

Americans frequently view economic conditions through a political lens, for better or worse. However, markets are driven by fundamentals over long periods of time - not politicians. ACG examines the different factors influencing markets and why modifying investment portfolios based on political views can be hazardous to returns.

Read More