AMG Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: AMG's acquisition of a minority stake in Verition hints at strategic expansion, with alternative investments offering growth potential amid market instability.




Bearish Case: High implied volatility and mean-reverting price patterns suggest potential downside risk, further compounded by economic uncertainties and elevated put volumes.




Potential Outcomes:

1. (35%) AMG increases in value with strategic moves in alternatives.

2. (35%) Market volatility maintains price stagnation.

3. (30%) Economic pressures lead to decline.



April 24, 2025


Affiliated Managers Forecast

AMG        Affiliated Managers











Correlated Assets

Assets that tend to move strongly with AMG



KKR Forecast + Options Trading Strategies   KKR  KKR (0.89)


PNC Forecast + Options Trading Strategies   PNC  PNC Financial Services (0.87)


FITB Forecast + Options Trading Strategies   FITB  Fifth Third Bancorp (0.85)


RY Forecast + Options Trading Strategies   RY  Royal Bank Of Canada (0.83)


KIM Forecast + Options Trading Strategies   KIM  Kimco Realty (0.83)



Uncorrelated Assets

Assets with little price relationship to AMG



BEN Forecast + Options Trading Strategies   BEN  Franklin Resources (-0.01)


ADI Forecast + Options Trading Strategies   ADI  Analog Devices (-0.01)


HXL Forecast + Options Trading Strategies   HXL  Hexcel (0.01)


JNUG Forecast + Options Trading Strategies   JNUG  Direxion Daily Junior Gold Miners Index Bu (0.01)


CLSK Forecast + Options Trading Strategies   CLSK  Cleanspark (0.02)



Anticorrelated Assets

Assets that tend to move strongly against AMG



ETR Forecast + Options Trading Strategies   ETR  Entergy (-0.5)


PAGS Forecast + Options Trading Strategies   PAGS  PagSeguro Digital (-0.52)


EWW Forecast + Options Trading Strategies   EWW  iShares MSCI Mexico (-0.54)


UDN Forecast + Options Trading Strategies   UDN  Invesco DB US Dollar Index Bearish (-0.6)


EC Forecast + Options Trading Strategies   EC  Ecopetrol SA (-0.62)









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