Adding Alpha
In the #AddingAlpha video series, AMG Chief Investment Officer, Amanda Agati, addresses current market-related topics.
Editor's Picks
September 2024: Rate Cuts and What It Means for Markets
July 2024: What’s Driving Earnings Growth?
Trending Now
April 2024: Diving into Fixed Income Markets
We dive into fixed income markets with a focus on the yield curve and current financial conditions amid the changing monetary policy landscape.
Adding Alpha Special Edition: AI's Impact on the Markets
Chief Investment Officer Amanda Agati takes a closer look at artificial intelligence as a mega trend.
March 2024: Taking Stock of the Markets
Amanda Agati takes stock of where markets are two months into the new year, and gauges what will likely come next!
February 2024: Top 10 Investor Themes
Amanda Agati counts down the top 10 most important investor themes for 2024.
January 2024: Our 2024 Wish List
Amanda Agati highlights what’s at the top of our wish list for 2024. Spoiler alert – it’s an ex-Magnificent 7 earnings reacceleration!
December 2023: The Christmas Price Index
We discuss a Christmas-themed angle on the Bureau of Labor Statistics' Consumer Price Index.