Altantic Trust Private Wealth Management highlights the following in their Economic and Investment Overview for the first quarter of 2014:
This edition of Altair Insight, a quarterly market review from Altair Advisers, explores the following key topics:
SEI Investments Company provides a January 2014 Market Commentary that centers around recent volatility in the market and what investors can expect to drive equity and fixed income markets in the short term.They offer the following highlights:
As tax rates on the wealthy have begun to go up again, taxpayers have begun to take a second look at the few legitimate tax shelters still available, and this has renewed interest in investing through insurance dedicated funds (IDFs).This paper discusses two types of IDFs, Private Placement Variable Annuities (PPVA) and Private Placement Life Insurance (PPLI). Gregory Curtis of Greycourt & Co., Inc., looks at:
In this quarterly outlook, Pitcairn discusses fixed income, global and U.S. equities and the world economy, finding that investment success remainspredicated on the basics of:
Socially responsible investing now encompasses more than $3 trillion of the total U.S. investment marketplace. This approach to investing is evolving as it grows.
In this article highlighting the importance of title insurance for fine art, Stephen D. Brodie of Herrick, Feinstein LLP, finds that:
This January market review provides:
In this edition of Market Insights, Glenmede looks at:The Federal Reserve's intention to taper, or slow, bond purchases in the coming year.The "end" of deleveragingThe recapitalization of European Union banking institutionsThe re-emergance of emerging marketsThe report concludes with a look forward at investing for 2014.
Within NEPC’s 2014 Asset Allocation Letter, the author, NEPC’s Asset Allocation Committee, reminds us that investors often feel the emotional cost of diversification in the form of “missing out” on return when equity markets rally. The recent robust performance may tempt some investors to chase results. They remind us that investors, instead, must consider moving in a different direction.