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
We dive into fixed income markets with a focus on the yield curve and current financial conditions amid the changing monetary policy landscape.
3:58 min video
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.
4:39 min video
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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!
4:39 min video
February 2024: Top 10 Investor Themes
Amanda Agati counts down the top 10 most important investor themes for 2024.
5:02 min video
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!
4:29 min video
December 2023: The Christmas Price Index
We discuss a Christmas-themed angle on the Bureau of Labor Statistics' Consumer Price Index.
4:11 min video
April 2022: The Yield Curve and What It Means for the Economy
We talk about the yield curve and why it matters for investors.
4:02 min video
March 2022: Geopolitical Events and Market Impact
We share our perspective on how geopolitical events have historically impacted markets as well as our view on key drivers of themarket’s path forward.
3:44 min video