Resources

ACG’s May 2025 Capital Markets Review

Equity markets rallied in May; S&P 500 up 6.29%, tech led gains, small caps rebounded, etc. Download ACG’s May 2025 Capital Markets Review full report!

ACG Sector Highlights – May 2025

Earnings season has begun with tariffs, trade war, and potential trade deal news dominating headlines. What major companies are reporting can give valuable insight into the overall state of the economy.

ACG’s April 2025 Capital Markets Review

Markets went on a tariff-induced roller coaster ride in April after the announcement of “reciprocal” tariffs on April 2 drove bond yields higher and stock prices lower, followed by a 90-day pause that led to a rebound through the end of the month.

ACG Market Review – First Quarter 2025

Consumer survey data has shown quickly deteriorating sentiment and increased inflation expectations as some of the realities of the new administration’s policies materialize.

Why A Boutique Approach Matters in Investment Consulting?

Boutique investment consulting is a specialized financial service that provides clients with individualized guidance and deep expertise in managing their wealth and assets. Unlike impersonal investment consulting often offered by large brokerage firms, boutique investment consulting is more personalized, prioritizes client relationships, and provides more flexibility and agility when it comes to market changes.

ACG Insights: Patience Over Panic

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

ACG’s February Capital Markets Review

Risk-off sentiment took hold of markets in February with domestic stocks falling and bond prices rising as traders grappled with extended valuations, policy uncertainty, and mixed economic and inflation data.

ACG Sector Highlights – February 2025

As of the end of January, Health Care had the strongest year-to-date performance, followed by the Financial Sector and Materials Sector.

ACG’s Privacy Notice

ACG's Privacy Notice

Form ADV Part 2A

ACG'S Form ADV Part 2A

ACG’s January Capital Markets Review

Markets generally pushed higher despite uncertainty around a new presidential administration in the US and a shock to the AI trade after China’s DeepSeek AI model hit the headlines.

International Revenue Risk

As President Trump continues to threaten global trading partners with tariffs, one risk to consider is the exposure of U.S. based companies to foreign sales.

Asset Allocation Modeling: The Foundation of a Solid Investment Strategy

Asset allocation modeling is a complex process frequently employed by financial professionals and portfolio managers that uses mathematical formulas and algorithms to help investors create tailored investment strategies in an effort to minimize risk and maximize potential gains.

Breaking Down the Investment Process: A Guide for Institutional Investors

According to a 2017 study, institutional investors accounted for nearly 80% of the S&P 500, which makes them a big player in the investing world.

ACG Market Review – Fourth Quarter 2024

Strong consumer spending and corporate profits, coupled with fiscal deficits have provided tailwinds for the economy that look poised to continue for the foreseeable future.

ACG Insights: Capitalizing on Opportunities in Global Equities

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.

ACG’s December Capital Markets Review

ACG’s November Capital Markets Review

Markets in the US rallied after a decisive presidential election opened the door for deregulation and corporate tax cuts that are viewed as constructive for corporate earnings.

ACG Insights: Tariffs and Trade

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.

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

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.

ACG Insights: Debt Ceiling Drama

Despite dozens of negotiated increases or suspensions of the U.S. debt limit over the past several decades, concern about the current debt ceiling is increasing

ACG Insights: Thinking About Fossil Fuel Divestment

It is widely accepted that transitioning away from fossil fuel dependence is crucial in the fight against climate change.