Reporters and Wall Street strategists alike have stumbled upon a new catch phrase—“The Great Rotation.” This follows other recent favorites including “The Financial Crisis,” “Great Recession” and “New Normal,” each meant to encompass a broad definition of a particular market environment.
Most families, like many portfolio managers, invest a great deal of time and energy into understanding the potential return streams from their investments. This paper explores the benefits of allocating some of that focus and energy to better assessing the risks that they may be assuming. The benefits of taking a more structured view of risk can extend well beyond portfolio performance to include more confident decision making, enhanced alignment between the stakeholders and a calmer mindset during turbulent markets.
Wealth management firms are beginning to understand the value of their data, the efforts required to maintain it and the importance of managing and storing data accurately. This white paper looks at why data aggregation has become so important and dives into the various risks and rewards associated with different data aggregation options.
In the second quarter 2013 issue of Global Foresight, Rockefeller & Co. provides an outlook for a range of asset classes. David Harris, Chief Investment Officer discusses the current status of the equity markets. Mark Iannarelli, Director of Fixed Income, and Matthew Gelfand, Senior Economist, explain how bond portfolios are at risk of a cyclical drop in prices over the next few years, but conclude that major allocations away from fixed income would be premature. Victoria Melendez, Managing Director, writes on the relative merits of private equity in a low interest rate environment.
This guide sheds light on many of the issues facing taxable investors today and provides strategies for surviving and thriving in the new world of higher taxes.
The fundamental problem with the art and collectibles market is opaqueness in transactions. This article explains how transactional standards for fine art and collectibles compare to real estate and the role of a title insurer in art transactions.
This paper outlines a new core investment strategy for equity investors by combining three themes into one overall process that provides higher reward per unit of risk and a significant reduction in extreme risk/losses.
The author discusses long-term investing for the wealth expansion portfolio – assets available after shorter-term needs are met – to capitalize on medium-term market dislocations and opportunities as well as longer-term economic, social and geopolitical trends and themes. Trends from the past 25 years are discussed as well as five investment themes for the decade ahead.
Families that marry the strength of individualism with a more inclusive, long-term mindset can capture the best of both worlds. They can improve on a traditional foundation with diversified business interests and strategically populate affiliated ventures with members of the extended family.
test