Adding Alpha
In the #AddingAlpha video series, AMG Chief Investment Officer, Amanda Agati, addresses current market-related topics.
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April 2024: Diving into Fixed Income Markets
Adding Alpha Special Edition: AI's Impact on the Markets
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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.
November 2023: The Fight Against Rising Interest Rates
We discuss the bond markets, rising interest rates and what it means for investors
October 2023: Fed Meeting Takeaways
Amanda Agati guides investors through the latest Fed meeting takeaways and shares her thoughts on the implications for portfolio positioning into year-end.