Resources

ACG’s October Capital Markets Review

Markets pulled back across asset classes in October after five straight months of gains for equities and a strong year so far in fixed income.

Revisiting Diversification

The last decade has seen U.S. Large Cap stocks dominate investment returns, often overshadowing the advantages of asset class diversification. For long-term investors, it's crucial to recognize that future returns may diverge significantly from recent trends. While 2012/2013 might have seemed ideal for increasing exposure to U.S. Large Cap stocks, moving away from previously successful asset classes can be challenging. As we look ahead, the next decade's performance could be markedly different from the past ten years.

The Top Impact Investing Trends to Watch in 2024

Learn about 2024's impact investing trends with our blog, highlighting key changes and opportunities for ethical and sustainable investments.

Investment Committee Roles and Responsibilities

At the heart of this dynamic is the Investment Committee, tasked with the prudent management of funds and assets for the organization it serves.

ACG Market Review – Third Quarter 2024

Year/year GDP estimates for Q2 2024 are hovering around +3.0% as consumers kept spending in Q3 and the U.S. economy remained in a growth trajectory, despite some signs that the labor market may be slowing.

ACG’s September Capital Markets Review

September saw several positive catalysts for risk assets, including the Federal Reserve beginning a cycle of rate cuts, and continued strong GDP growth. The S&P 500 was up +2.14% for the month and finished the quarter up +5.89%.

Client Relationship Summary (Form CRS)

Atlanta Consulting Group Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission. Brokerage and investment advisory services, brokerage services and fees differ, and it is important for you to understand these differences.

ACG’s August Capital Markets Review

The month of August began with a sharp market selloff and spike in volatility before steadily rising through month-end as the Fed indicated rate cuts were imminent, and recession risks remained low. The S&P 500 was up +2.43% for the month and is now +19.53% higher year-to-date. Small Cap stocks pulled back after a strong July, with the Russell 2000 Index falling -1.49% in August...

ACG’S July 2024 Capital Markets Review

July saw a rotation of sorts from Large Cap and Growth equities towards Small Cap and Value oriented names, as a cool inflation report for June raised hopes for lower rates in the near future. The S&P 500 was up +1.22% for the month and is now +16.69% higher on the year...

ACG Insights: August 2024 Market Volatility

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.

ACG Insights: Equity Index Concentration

ACG Insights: Thinking About Fossil Fuel Divestment