Adding Alpha
In the #AddingAlpha video series, AMG Chief Investment Officer, Amanda Agati, addresses current market-related topics.
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July 2026: AI Momentum Meets a More Selective Market Phase
June 2026: AI Expansion Broadens Earnings and Market Strength
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May 2026: AI Trends and Earnings Strength Shape Market Outlook
Amanda Agati explains how earnings strength, AI trends and market signals are shaping the outlook amid ongoing uncertainty
April 2026: Rate Volatility and Bond Signals Reshape Markets
Amanda Agati breaks down rising rate volatility, bond market warnings and the inflation and energy dynamics shaping what may come next.
March 2026: Market Breadth, Earnings Strength and What Comes Next
Amanda Agati breaks down the themes driving market resilience, sentiment shifts and earnings strength in 2026.
February 2026: Earnings Momentum Broadens as Markets Recalibrate
Amanda Agati explores earnings momentum, margin resilience and signs of broadening growth shaping markets in 2026.
Adding Alpha Special Edition: Japan’s Bond Market Turmoil Explained
Amanda Agati breaks down Japan’s bond market shock, political risk and what it means for global investors.
January 2026: Top 10 Investor Themes
Amanda Agati highlights the top 10 investor themes shaping investor strategy amid uncertainty and opportunity in 2026.