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The author discusses long-term investing for the wealth expansion portfolio – assets available after shorter-term needs are met – to capitalize on medium-term market dislocations and opportunities as well as longer-term economic, social and geopolitical trends and themes. Trends from the past 25 years are discussed as well as five investment themes for the decade ahead.

Certain signals suggest that individuals are prepared to return to higher risk, higher reward markets. The combination of conditions in bond markets and the long-term outlook for the global economy have some analysts calling for what has been coined ‘The Great Rotation’ – a transformational shift of capital from bond funds to equity funds.

This study finds optimism returning to Europe’s real estate industry. Sentiment among industry leaders about the prospects for their businesses is more positive than at any time since 2008, despite the uncertain macroeconomic outlook. Equity for investment in prime commercial real estate is expected to increase, but bank debt is predicted to contract further.

This paper answers frequently asked questions on how health care reform will affect companies with more than 50 employees. The report includes sections on options available to employers, penalties for non-compliance and the industries impacted the most.

News purveyors provide a valuable service, balancing a need to report on noteworthy occurrences while appealing to multiple audiences. Unfortunately, there is often a material difference between what is newsworthy to an investor vs. a broader audience looking to be infotained. With entertainment a necessary ingredient, more titillating stories are often prioritized ahead of those of greater substance.

While several key provisions of the ACA take effect in 2013, the broader market impact is likely muted in the near term. Markets are forward-looking, and stocks have had ample time to digest the legislation since it was passed in 2010. Equities showed little movement when the Supreme Court upheld its constitutionality in June, and though the recent election inspired much chatter, it was likely never a game-changer.

In the first quarter issue of Global Foresight, Rockefeller presents an in-depth review of the risks and opportunities facing global investors in 2013. David Harris, Chief Investment Officer, discusses how the slow mend in the global economy, low interest rates, and other factors should keep equities as a logical core of most portfolios. Jimmy Chang, Senior Portfolio Manager, explores investor unease with the current global economic environment, but notes that staying anticipatory and opportunistic will be important for long-term investors.

The phrase is often heard that financial markets do not like uncertainty. The uncertainty surrounding the November elections in the U.S. is behind us. However, much uncertainty remains. The main sources of that uncertainty include the fiscal cliff, the need to increase the federal debt ceiling, the absolute level of the federal debt, and the regulatory environment. This paper looks at the options available to the Obama Administration and congress how these issues could play out in the near term.

As shown by local bans in the US and Canada, national moratoriums in France and Bulgaria, and tighter regulation in Australia and the UK, the global anti-fracking movement has mounted an effective campaign against the extraction of unconventional gas through hydraulic fracturing (‘fracking’).