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?

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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Interest Rates, Inflation, and US Dollar – Oh My!

Fear of several interest rate hikes by the Federal Reserve this year has led to a sell-off in global equities. Interest rate/balance sheet normalization, inflation, war, and the impact of a strong US dollar is a lot for investors to digest. Timing the market is a difficult and costly exercise; ACG believes that adhering to long-term, strategic asset allocation targets is the best way to navigate this challenging environment.

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Fixed Income – Short-Term Drawdown, Long-Term Opportunity

Equity and fixed income markets have benefitted from a secular decline in interest rates over the last 40 years – until recently.  While volatility is likely to remain in 2022, diversified, actively-managed fixed income portfolios with long-term horizons are in a better position to navigate income opportunities as they arise and serve as a ballast to investment portfolios.

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