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
Wealth management and tax planning, done right, require care and a thoughtful approach. Helping you be vigilant in these and all other aspects is the purpose of this guide, which walks you through the key concepts and approaches pertaining to tax planning, investing, charitable giving, estate and gift planning, business succession, family meetings, family offices, risk management, and cross-border considerations.
In this edition of Eton Advisor’s quarterly Investment Outlook, they conclude a series on goals-based investing with a discussion of integrative wealth management, where synergies are created by the marriage of wealth structuring, investment consulting, and ongoing implementation & execution. Without all three of these components working continually in harmony, “true integration” is impossible. This issue also includes economic and market views by Jean Brunel.
Most investors have heard of the increasingly popular term “impact investing” but they may not be fully familiar with its meaning. This paper will define impact investing and some related terms, explore the history of this type of investing, discuss why it is important now and explore how it can be implemented in portfolios for interested investors. There are interesting opportunities for investors who want to generate a return and make a difference in the world.
As the deleveraging process unfolds, areas of particular interest for distressed funds exist not only in failed banks but also banks that will dispose of bad assets during the next several years. Distressed debt is not for the faint of heart. The intellect involved in mapping out such investment strategies takes a highly creative team of top pedigree managers.
This whitepaper examines the evolution and function of currency markets and examines the impact of currency risk on international asset portfolios. It goes on to explore how currency risk can be managed and describes currency solutions available to institutional investors.
This seminar supports members engaged in direct investments and family-owned funds. The programs offers perspective on the motivations and best practices of families involved in direct investing.