Adding Alpha
In the #AddingAlpha video series, AMG Chief Investment Officer, Amanda Agati, addresses current market-related topics.
Editor's Picks
April 2025 From Tariffs to Tactics: Repositioning Portfolios for 2025
March 2025: Taking Stock of the Markets
Trending Now
February 2025: Earnings Season
Amanda Agati gives her review of earnings season and gauges how it sets the stage for what to expect in 2025.
December 2024: ‘Tis the season for the PNC Christmas Price Index!
Ho-ho-hold on to your Santa hats because ‘tis the season for the PNC Christmas Price Index edition of Adding Alpha!
November 2024: Federal Deficit and Debt Levels
Amanda Agati discusses our view on the federal deficit and debt levels. Is it ever going to matter for markets or investors?
October 2024: FALL-ing Interest Rates
Amanda Agati discusses the Fed’s first rate cut of this cycle and share some insights into what it means for financial markets.
September 2024: Rate Cuts and What It Means for Markets
Amanda Agati puts the prospects of coming rate cuts into context and discusses what it means for markets.
July 2024: What’s Driving Earnings Growth?
Agati digs deeper into what’s driving earnings growth and what it signals for the market’s path forward.