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Category: Market Updates & Commentary

Sept 18th FOMC Follow-Up

Rates Economic Conditions The FOMC is next scheduled to meet November 6th– 7th 2024 Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report was prepared

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When Will Real Estate Hit Bottom?

Overview The Drawdown Since 1Q 2022, NFI-ODCE (ODCE) exit queues ballooned from 5% to 19% of index NAV, which on a relative basis is 46% greater than the peak of the real estate led Great Financial Crisis. As of 2Q 2024, over $38 billion in NAV awaited redemption payout across

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Market Snapshot for August 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Market Snapshot for June 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Market Pulse for May 2024

OVERVIEW EQUITIES Equities have embarked on a robust journey since the beginning of the year, with the S&P 500 surging by an impressive 12.99%. Delving deeper into the benchmark (S&P 500) and dissecting it across various sectors, it’s evident that certain sectors are spearheading this surge. Communication Services (+21.53%), Information

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Market Snapshot for May 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Market Snapshot for April 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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The 2024 Presidential Election – Comparing Fiscal Agendas

Overview A Unique Election With both candidates having clinched their respective primaries, the 2024 Presidential election matchup is set as a rematch between incumbent President Joe Biden and challenger Donald Trump. Given the unusual circumstances of both men having already been president, each candidate now has a track record that

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Market Snapshot for March 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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