Global Foresight: Second Quarter 2013

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. Reuben Jeffery, Chief Executive Officer, concludes with a discussion of U.S. infrastructure challenges.