With so many conflicting data points and opinions in the market:How should investors view the outlook for stocks?What practical steps should investors take amid fierce debates about market valuation?
Atlantic Trust Private Wealth Management expects the investment landscape to be quite different in the year ahead as the bull market matures, the Fed shifts strategy and the global economy moves further away from the crisis-ridden environment that has prevailed since 2007. Some other insights:
Looking ahead to 2014, SEI Investments Company expects:Global economic growth will accelerate, led by the U.S. with important assists from other developed countries.China also should maintain a vigorous growth rate, helping to sustain global trade.U.S. Federal Reserve to continue to slowly ease stimulus efforts, while the eurozone is likely to remain troubled.
The global macro hedge fund strategy is one of the more opportunistic and unconstrained hedge fund strategies whereby managers canvass the global economic landscape and seek to profit from macroeconomic imbalances and geopolitical events. Global macro managers have historically performed well during challenging times and can assist in providing a level of stability to an overall portf
The long/short equity strategy is one of the more nimble hedge fund strategies whereby managers seek opportunities across global equity markets with the objective of outperforming traditional markets over a given cycle.
This paper lays out general insights around art as an asset class and how best to mitigate risks inherent in art-related transactions to buyers and sellers, financial institutions, trust and estate practitioners, and art investment vehicles.
The third quarter was marked by a number of consequential events, not the least of which was the continuation of the substantial and now maturing bull market. The author has seen global growth improve and global economies begin to resynchronize.
This paper offers a look at the monumental changes occurring in energy, both domestically and worldwide, and the exploitation of new energy sources and their impact on the environment.
A frank discussion of a variety of outcomes and their potential investment and economic implications that can help identify areas of opportunity and greatest risk.
Emerging economies have recently experienced decelerating growth, leading some to question if structural conditions have changed for the worse. Growth deceleration partially reflects the natural transition from an export-driven economy to a higher-quality consumer-driven growth model. Concerns about emerging market equities have led to discounted valuations, providing an opportunity f