Optimism Is Driving the Stock Market; Is It Irrational Exuberance?
April 25, 2024
Two factors are driving the stock market’s boom—anticipation of lower interest rates and the transformative power of AI.
Don’t Make This Basic Investing Mistake
April 2, 2024
Sure, stocks look hot right now, but this mistake can haunt you when the market turns scary.
Expect Earnings Growth To Fade a Tad in Years Ahead
March 28, 2024
Corporate earnings growth likely to lose four tailwinds that kept it soaring for 40 years.
AMG Ranked Top Colorado-Based Investment Manager
March 5, 2024
AMG National Trust ranked #1 on the Denver Business Journal’s 2024 list of Colorado-based investment managers based on our more than $7 billion in assets
Notes on the Economy – Q1 2024 Summary
February 27, 2024
The U.S. economy closed out 2023 on a strong note, but many background elements are negative
despite positive headline growth figures.
What To Expect When Expectations Are High
February 8, 2024
Expectations are soaring for the Magnificent 7 stocks in 2024, so here’s why investors should be extremely cautious.
Three Times To Rebalance Your Portfolio
February 6, 2024
Investors should rebalance their portfolio about once a year, unless one of these three things happens.
Brace for Slowdown This Year, Then a Rebound
January 23, 2024
AMG forecasts economic slowdown or mild recession in coming months before bouncing back as we head into 2025.
2023 and the Magnificent 7
January 16, 2024
Here’s why the stock market in 2023 experienced one of the most lopsided and bizarre return years on record and what to expect in the future.
Don’t Dump Those Bonds Just Yet
January 11, 2024
Despite the big stock rally, bonds are still tactically and strategically a good investment, providing a valuable hedge against a downturn.