Spotlight Article

What’s Next for the US Dollar?

The evolving tariff policy has caused significant market disruption in recent weeks. As the trade war has escalated, the US dollar has weakened, which is the opposite expected impact of protectionist policy. Resetting long-established trade relationships could have unintended side effects for the US dollar and highlights the importance of global diversification in portfolios.


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Navigating Tariffs in 2025

The US has a long history of using tariffs for both economic and political purposes, with complex short- and long-term effects on consumer behavior, prices and economic growth. The impact on financial markets is often immediate, as reduced earnings visibility leads to higher market volatility.

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2024 Review and Market Outlook

Equity markets surged in 2024, propelled by the Fed cutting rates 1%, Tech/AI spending and bullish expectations for Trump 2.0. Looking ahead, investors will have to balance their “fear of missing out” with the need for adequate downside protection.

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When Will Real Estate Hit Bottom?

Exit queues grew to a record 19% of NAV across the core real estate NFI-ODCE Index as of 2Q 2024. Recent NFI-ODCE rule changes introduce drivers of secular differentiation and future return dispersion. Looking ahead, multiple indicators signal an upcoming start to market clearing activity.  ACG covers the impact of these recent shifts, the early signs of a real estate thaw, and how exit queues can quickly morph into entry queues.
 

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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?