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?

Does a Fixed Income Allocation Still Make Sense?

With yields just off all-time lows and credit spreads below long-term averages, ACG re-examines the merits of fixed income investing in the current market environment.

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Shorting Education

Shorting stocks has been a popular topic in the media recently. In this webcast, ACG explains what it means to short a stock, why someone might want to short and the potential benefits vs risks.

Assessing the Investment Opportunity in Cryptocurrency

The cryptocurrency market, and specifically Bitcoin, has grown significantly and investors are eager to participate in high potential returns. Crypto can serve multiple purposes - a store of value, and also a mechanism for more consumers to access the global financial system. ACG dives deeper into the crypto market and assesses a number of risks that investors should evaluate before considering an allocation.

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The Election is Over – Or is it?

Joe Biden surpassed 270 electoral votes to become President-Elect, but legal proceedings and key Senate races could delay definitive results. A new Biden administration will likely pursue several policy changes relating to taxes, spending, regulations, climate, etc. ACG highlights policy issues most likely to be in focus under the administration and the anticipated impact on markets.

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SPACs: Blank Checks, Full of Promise

Interest in SPACs (Special Purpose Acquisition Company) has surged as investors seek alternatives to traditional IPOs. In this article, ACG describes the SPAC structure, evolution and market dynamics, along with perspectives on private and public equity investment opportunities.

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