Adding Alpha
In the #AddingAlpha video series, AMG Chief Investment Officer, Amanda Agati, addresses current market-related topics.
Editor's Picks
January 2026: Top 10 Investor Themes
December 2025: PNC Christmas Price Index
Trending Now
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.
Adding Alpha Christmas in July: Pulse Check on U.S. Consumers and Spending
Amanda Agati explores consumer strength, spending trends and what they signal for markets.
Adding Alpha July: Tracking the Market's Top Themes for 2025
Amanda Agati recaps 2025's top 10 investor themes and shares what to watch as markets navigate policy haze and shifting fundamentals.