Adding Alpha
In the #AddingAlpha video series, AMG Chief Investment Officer, Amanda Agati, addresses current market-related topics.
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September 2023: Thoughts on Chair Powell's Jackson Hole Speech
August 2023: Second Quarter Earnings Season
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July 2023: Halftime Report for Markets
We discuss the halftime report for markets and our thoughts on asset allocation for the back half of the year.
May 2023: Special Edition
We look at various debt ceiling scenarios and the market implications for each.
May 2023: Marching Toward Recession
We take a closer look at where the macro meets the micro as we continue to march toward recession later this year.
April 2023: The Fight Against Inflation
We discuss the current financial environment and what it means for investors.
March 2023: Taking Stock of the Markets
We reflect on the first two months of the new year and look ahead at what likely comes next.
February 2023: Fourth Quarter Earnings Season
We take a look at Q4 earnings season to close out 2022 and the outlook for earnings in 2023.