Adding Alpha
In the #AddingAlpha video series, AMG Chief Investment Officer, Amanda Agati, addresses current market-related topics.
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February 2026: Earnings Momentum Broadens as Markets Recalibrate
Adding Alpha Special Edition: Japan’s Bond Market Turmoil Explained
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January 2026: Top 10 Investor Themes
Amanda Agati highlights the top 10 investor themes shaping investor strategy amid uncertainty and opportunity in 2026.
December 2025: PNC Christmas Price Index
Amanda Agati shares insights on holiday inflation trends, gold’s surge and what consumer spending signals for markets in 2026.
November 2025: Falling Down the Crypto Rabbit Hole in Adding Alpha
Amanda Agati explores crypto’s rise, risks, and what’s driving investor momentum.
Adding Alpha October: Déjà Vu as Fed Resumes Rate Cuts
Amanda Agati breaks down the Fed’s latest rate cut and what déjà vu means for investors.
September 2025: Earnings Report Card and What's Ahead for Markets
Amanda Agati reviews Q2 earnings, market concentration and what investors should watch as September seasonality and volatility return.
August 2025: From Tariffs to the Fed — What's Driving Markets Now
Amanda Agati highlights four key themes shaping markets in August 2025, from trade deals to Fed policy and shifting jobs data.