ACG Insights: Somewhat Rational Exuberance By ACG, resources, January 13, 2026 Is the AI boom a market bubble? Analyze current equity trends, investor exuberance, and risks of irrationality in our latest report on AI's market impact. Read More
ACG Insights: Navigating a US Government Shutdown By ACG, resources, October 2, 2025 Learn more about our in-depth analysis on the US government shutdown's mechanism, historical impacts, and financial market reactions! Read More
ACG Insights: Diagnosing a Recession By ACG, resources, September 11, 2025 Learn how recessions are defined, measured, and felt beyond GDP. Explore NBER’s role and key indicators. Download the in-depth report to learn more. Read More
ACG Insights: Answering Questions on Industrial Policy By ACG, resources, July 14, 2025 Discover the role of tariffs, subsidies, and alliances in shaping industrial policy and supply chains in history and modern geopolitics. Download the report! Read More
ACG Insights: Patience Over Panic By ACG, resources, March 20, 2025 Reacting to every market move can be costly – History shows that missing just a handful of the best trading days can significantly reduce returns, making patience a key investment advantage Read More
ACG Insights: Capitalizing on Opportunities in Global Equities By ACG, resources, January 15, 2025 Despite recent underperformance, investing in international equities can help minimize portfolio volatility, capitalize on market leadership changes, and expose investors to global industries that are less dominant in the U.S. Read More
ACG Insights: Tariffs and Trade By ACG, resources, December 10, 2024 We will stay as far away as possible from politics, other than to say that tariffs are back in the headlines after campaign season and the recent US presidential election. Read More
ACG Insights: August 2024 Market Volatility By ACG, resources, August 7, 2024 Multiple factors coalesced during the first few days of the month to send markets across the globe into turmoil. The Fed signaled a willingness to begin cutting rates in September, but market participants are beginning to wonder if they are behind the curve. Read More
ACG Insights: Equity Index Concentration By ACG, resources, January 15, 2024 S&P 500 index concentration has reached a new all‐time high (Exhibit 1). This has led investors, especially those who use passive vehicles, to evaluate the potential implications. Read More
ACG Insights: Small Cap Comeback? By ACG, resources, November 28, 2023 Small Caps show strong upside potential vs. Large Caps. Attractive valuations, historic trends signal a comeback. Download ACG full report to learn more! Read More
