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?

The Fourth Industrial Revolution - The New Wave of Artificial Intelligence

Innovation and technological advancements have fueled economic growth, shaping our modern world. Artificial intelligence (AI) is not a new concept, but recent innovations could have lasting impact. ACG discusses historical technological advances and their effects on the economy, the AI evolution, risks and concerns, and the potential winners and losers of innovation.

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Market Volatility: No News is Good News

Events over the last two years have been the source of near constant headlines and increased market volatility: COVID, Russia’s war with Ukraine, a global spike in inflation, deglobalization, mid-term elections, elevated US debt levels, an inverted Treasury yield curve, China reopening, and the instability of the US banking system. It is easy to immediately react to the news of the day. However, investors are often rewarded by avoiding reactionary decisions and adhering to strategic asset allocations.

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US Banking System & The Economy – Are Things Getting Better or Worse?

Bank failures, tighter monetary policy, and rising fear of a “hard landing” have heightened economic uncertainty. Despite indications of an impending recession, the stock market has rallied year-to-date, inflation has decreased, supply chains have improved, and the labor market has remained strong. In light of the recent market turbulence, investors are reacting to any news, positive or negative, in search of clarity about the future.

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Viral Adaptation – Three Years of Market Evolution

Three years since the inception of the Covid pandemic, market adaptation remains a work in process. Inflation and monetary policy drive daily volatility, but other risks could arise and investors should be prepared for additional challenges.

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