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.
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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.
This thoughtful paper provides a historical perspective of the Hedge Fund markets performance in varying economic clients and relates what has been learned in the past to the current market conditions since the Recession of 2008.
This executive summary examines economic data for the U.S. Economy, Global Economy, Bonds, U.S. Equity Market, International Financial Markets and the state of Alternative Investments for the second Quarter of 2014.
Through research by Family Office Exchange and others, industry leaders have been able to uniquely pinpoint what families say they want and need. Amy Hart Clyne will share the ‘voice of the wealth owner’ while identifying the impact of these findings on the advisor of the future.
Most people typically don’t think about exchange rates unless they are heading out of the country. Exchange rates have been very much top-of-mind during the past year. The U.S. dollar has strengthened, while many other leading world currencies have fallen. The new equilibrium has the potential to affect economic growth and inflation around the world. But the relationship among currencies, prices and trade is not a clear one.
Some years make indelible stamps on our consciousness for memorable market trends or events, good or bad. Investors’ conversations are dotted with references to 1987 (Black Monday Crash), 1999 (tech stocks through the roof), 2000 (dot-com bubble bursts), 2008 (financial crisis) and 2009 (bounce back off the bottom) that need little or no elaboration. 2014 leaves behind more of a mixed legacy, delivering a confounding combination of different messages depending on one’s view.