Blog

U.S. PCE inflation data this week are expected to show pressures are slowing. We think inflation will settle higher than pre-Covid levels.

The unabated price declines this year in traditional “safe assets” like U.S. treasuries and corporate bonds is really breathtaking. The coincident selloff in stocks makes this nothing short of a generationally difficult environment.

Climate risk is investment risk, and the narrowing window for governments to reach net-zero goals means that investors need to start adapting their portfolios today.

U.S. inflation data this week could point to increasing core inflation pressure amid higher services inflation and housing costs.

Market Outlook From Foundations

Darren Leavitt

Monday, May 9, 2022

As expected, the Federal Reserve increased its policy rate by 50 basis points and laid out a plan to normalize its balance sheet over the next several months.

Yields on 10-year U.S. Treasuries rose to near 3% last week, levels not seen since late 2018.

Market Outlook From Foundations

Darren Leavitt

Tuesday, May 3, 2022

Economic data showed inflation running hot in multiple data series. Data also showed a slowdown in manufacturing and services while the labor market continued to be tight.

Enjoy this guest post by Chadd Mason, CEO at The Cabana Group, one of our investment partners here at AMG, Inc. Stock markets around the world are trying to stabilize after the historic drop we have seen this month. Swings of 4% a day...

Staying the Course

Andrew Nida

Monday, March 30, 2020

There’s a reason that investors tend to only hear about “looming” market doom or “imminent” market growth. While many news outlets have incentive to draw viewer attention with wildly bullish or bearish...

Enjoy this guest post by Chadd Mason, CEO at The Cabana Group, one of our investment partners here at AMG, Inc. On behalf of everyone here at Cabana, I want to wish our clients, investor partners and friends good health and peace at...

Equity markets around the globe bounced back from the sell-off we had in August. Uncertainties around trade continued to be in focus for investors as the US and China countered each other’s policies. The continuing saga of Brexit...

Seeing as we are nearly halfway through the year, I believe it is worthwhile to take a moment (or two) to review the asset classes we invest in and how they are impacted by various market indicators. Obviously not every account that we...

I hope everyone enjoyed some time off with friends and family over the long holiday weekend. I also want to take a minute to acknowledge the thousands and thousands of men and women who have bravely served our country - especially...

Domestic and International equity markets continue to digest the impact of the U.S. and Chinese tariffs on GDP across the world. After dropping more than 5% during the first few weeks of May, there was a three-day bounce at the...

Global risk assets continued to rally in April. First quarter earnings are coming in better than expected, Central banks around the globe remain accommodative, economic data saw improvement, US & China trade negotiations appeared to...