Does a Fixed Income Allocation Still Make Sense?

With yields just off all-time lows and credit spreads below long-term averages, ACG re-examines the merits of fixed income investing in the current market environment.

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The Private Market Opportunity

Private market investment allocations continue to grow for institutional and high net worth investors, and continue to play an important role as potential return enhancers. In this report, ACG discusses opportunities and trade-offs that investors should consider when pursuing private market investments.


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Does A Fixed Income Allocation Still Make Sense?

Amidst tight credit spreads, historically low total yields and uncertainty regarding the path of interest rates, investors have questioned the value of fixed income allocations within their portfolios. Despite expectations of lower return and higher volatility, ACG explains why fixed income can continue to provide portfolio protection while offering opportunities for return enhancement.

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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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