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Thought Leadership from AMG’s Boutique Network

A collection of commentary & macro views from some of the world's leading independent investment managers

We’ve brought together a selection of thought leadership to help you stand out. We believe that listening to a diverse set of viewpoints and perspectives and making up your own mind is a critical success factor for financial advisors to differentiate themselves in a crowded market. Explore market commentaries and macro views from some of the world’s leading independent investment managers here.

GW&K Investment Management

GW&K Investment Management is a dynamic investment management firm that offers active equity and fixed income investment solutions to help meet the needs of a diverse client base. GW&K’s founding principles of applying rigorous fundamental research, focusing on quality and maintaining a long-term view still guide its investment process today.

July 2020

Global Perspectives

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june 2020

Quarterly Investment Review

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june 2020

The Coronavirus Impact on Toll Roads

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june 2020

Global Perspectives

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DoubleLine Capital

DoubleLine Capital blends active management of asset class exposure with bottom-up security selection to construct portfolios with efficient risk-adjusted returns.

June 2020

Doubleline Market Commentary

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Pictet Asset Management

Pictet Asset Management believes in disciplined active management through bottom-up stock selection and seeks to identify stocks trading at a discount to its calculation of intrinsic value.

July 2020

Barometer: Liquidity vs the Virus

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June 2020

Barometer: Equities out of step with economy

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May 2020

Barometer: An Unconvincing Rally

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