Hedge Funds Can Add Value to Portfolios
This summer the Federal Reserve Board cut interest rates, and the yield curve inverted, leading many to fear that the next recession is imminent.
Global Expert Jonathan Moyer Provides AMG Team with Insights on China
AMG recently welcomed Dr. Jonathan Moyer, Director of the Frederick S. Pardee Center for International Futures at the University of Denver, to share with AMG employees the Center’s research and analysis on China’s rising global influence. With China’s frequent appearance in the daily news cycles, AMG clients frequently ask for our perspectives. We keep as informed…
Outlook for the U.S. Economic Expansion
Certain indicators suggest that risks to future U.S. economic growth have increased, but overall the outlook for the economy remains positive thanks to strong consumer spending and monetary policy support.
Opportunity Zones Offer Big Benefits & Big Challenges
The Opportunity Zone investment program ushered in by the 2017 Tax Cuts and Jobs Act provides an unprecedented ability to reduce capital gains taxes. If an investor realizes and rolls a capital gain into a Qualified Opportunity Fund (QOF) this year and holds the investment for 10 years, he or she gets a step-up in…
Has The Next Bubble Arrived?
Recently, the AMG team was asked by a client to address a recently published opinion article by Robert J. Samuelson of the Washington Post titled “Has The Next Bubble Arrived?” The article references the work of Eugene Steuerle of the Urban Institute and his warning “that the economy might be on the edge of a…
Sustainable Investing at AMG
Sustainable investing allows investors to align their values with their investing.
Understanding Blockchain and Cryptocurrencies
AMG delves into the technological, regulatory and market forces impacting blockchain and cryptocurrencies, and tells investors what to expect going forward.
Labor Force Participation and GDP Growth
Long-term declines in participation for key groups of American workers have driven the labor force participation rate down, but there are policy solutions that can mitigate future declines.
The Secret to Investing: Deducing Tomorrow Today
Investing in last year’s hot stocks, indexes or managers is a sure way of underachieving in tomorrow’s financial markets. Exceptions exist, but academic studies verify this time and again. So what is the secret to better investment performance? Don’t invest for the short run, and anticipate the future. We at AMG spend considerable time and…
Alternative Assets Show Resilience, Performance Over Past Decade
Alternative assets have exhibited very different return characteristics from public equities since the 2007 financial crisis. A decade ago, massive declines in financial assets and movement in asset-class prices were highly correlated, yet alternative strategies served to protect capital against some of the declines. Hedge funds protected on the downside as expected, but private equity…