Inflation: Lower For Longer Or Is A Surprise On The Horizon?

While inflation continues to trend below target, the possibility for unexpected higher inflation shouldn’t be ignored. A recent shift in Fed policy increases the likelihood that inflation could run above the Fed’s 2% target over the next few years. ACG discusses the various dynamics that influence inflation expectations and what implications there could be for investment portfolios.
 


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Location, Location, Vaccination

The pandemic dramatically accelerated the move from traditional office environments to work-from-home for most American office workers. It is clear that a significant portion of workers will move from a five-day in-office work week to something else. Recognizing, navigating and adapting to the new office environment will be key to successful investing in the real estate sector.

 

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US vs Non-US: Why Diversify?

Over the past ten years US equities have outperformed their non-US peers, however history shows outperformance cycles through time. Contributing factors include differences in index compositions, narrow US leadership, and currency headwinds for non-US equities. ACG examines these contributing factors and the importance of maintaining a long-term, diversified approach.

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Rebalancing During a Time of Crisis

The Global Financial Crisis (GFC) of 2008 and the recent experience with COVID-19 both coincided with extreme market movements, resulting in questions about the optimal approach to rebalancing. Understanding the consequences of rebalancing (or not) can help drive the appropriate strategy for a particular pool of assets. ACG discusses the goals, considerations, and best practices of rebalancing during a time of crisis.
 

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