This white paper explores key themes that are expected to influence M&A activity in 2015 across global banking and capital markets, insurance and wealth and asset management. Some themes include:Demand in the US for income generation and real asset strategiesAccess to non-domestic markets and new investors in the USWealth management continues to be an attractive market segment in EuropeIncreased transaction activity in the asset servicing sector in Europe
Resource Search
The imposition of capital controls in Greece follows yet another failure to reach a compromise with the IMF, the ECB and the European Union. Eurozone finance ministers refused to let Greece extend the bailout program and as a result the ECB has halted its emergency loan program for Greece.This commentary discusses the impact a negative vote may have on the Greek debt crisis.
Greece has entered the second episode in its fiscal tragedy. As of July 6th., tensions mounted as Eurozone members debated what to do with the country and its expiring debt. This news comes just a day after the Greeks voted “no” in a bizarre referendum to a bailout that was in fact no longer available to them. This means that such a vote would likely result in Greece defaulting on all of its external debt obligations, as well as its decoupling from the common currency.
Market analysts believe that the current economic expansion might be one of the slowest on record. This commentary takes a look at the pros and cons of the global economy and how its sluggish recovery is changing monetary policy within the central banks, creating a low rate of return on investments, and making the value of higher-risk assets on the international market more attractive to investors.
This detailed analysis offers 9 key insights into the latest global economic trends that include:Weak U.S. growth is expected to be a temporary phenomenonBetter consumer confidences signals stronger growth in JapanAdditional Monetary policy stimulus is driving the Chinese stock marketsStronger credit growth is pointing to a Eurozone upswing
This commentary provides updated data on the state of the global economy in the First Quarter of 2015, including: Recent economic data showed economic growth cooled in the first quarter impacted by a pull back in activity by energy companies, rough winter weather and a strong US dollar. The US economy expanded at a 2.2% annualized pace in the fourth quarter, led by the biggest gain in consumer spending in eight years.
The Russian Ruble has collapsed. Its economy appears to be headed into a recession. Oil prices have plunged. The US Dollar (USD) has surged. Emerging markets debt has grown significantly since the “Great Recession.” Are we on the verge of a repeat of 1997 and 1998 when we saw a surge of defaults by the countries collectively called the “Emerging Markets?”This commentary discusses whether the emerging markets should remain an important long-term investment despite these difficulties.
In this market forecast, Atlantic Trust discusses presents the issues that will have the most impact on the financial markets over the next 12 months, including: The EconomyU.S.
Altantic Trust Private Wealth Management provides insight into the financial markets in its Economic and Investment Overview for the second quarter of 2014, some highlights include:
The 2008 US Credit Crisis that resulted in the European Banking and Sovereign Crisis exposed major weaknesses in banking regulation and oversight. The reaction from policymakers and market participants set about sweeping reforms that will permanently alter the system as we know it. This paper discusses the massive regulatory change that will create substantial investment opportunities for investors in the years to come.