Featured Webcasts

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?

Spotlight Article

Is China’s Manufacturing Dominance Coming to an End?

Over the last few decades, China has achieved its longstanding goal of becoming the “world’s factory” with key drivers such as low labor costs and rapid supply chain infrastructure development.  However, government policy, and rising geopolitical tensions pose potential headwinds to China’s manufacturing dominance. ACG discusses what led to China’s dominance, what has changed, potential beneficiaries, unintended consequences, and investment implications.


Read More  

Where's the Recession?

Investors have been anticipating a recession for some time now, but the labor market has remained strong and investment returns have been solid. Data and history provide insight on the future of the economy and markets, but the magnitude and timing of each cycle is very difficult to predict. ACG examines some of the key themes investors should be paying attention to.
 

Read More  

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.

Read More  

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.

Read More