Non-US Equities

Non-U.S. equities have significantly underperformed U.S. equities recently.  Is this likely to continue?  Should investors continue to allocate to non-U.S. equities? 

ACG examines several factors that have contributed to U.S. equity outperformance and what these imply for continued outperformance going forward.

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Long-Term Investing – It’s Not Always Easy!

With the expectation of enhancing wealth through time, investing is a long-term exercise.  Given human nature, investors of all levels of sophistication spend a great deal of time and energy focused on short-term events and outcomes.

ACG discusses why adopting a long-term investing approach is one of the few real edges any investor can hope to exploit.

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China 2018

China, the second largest economy in the world, is evolving from a manufacturing/export-driven economy to a more consumption/service-driven economy.  

ACG discusses China’s economic growth and composition, along with debt concerns and investment opportunities.

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BXM & PUT Update

Asset Consulting Group wrote a detailed whitepaper on four CBOE Index option writing benchmarks in 2012. 

A majority of the strategies that are available today are based on either the CBOE S&P 500 BuyWrite Index (BXM) or the CBOE S&P 500 PutWrite Index (PUT).  This whitepaper provides an update on these two indexes. 

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