This presentation details the key findings of a study looking at the effect of private equity on employment.
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Q3 2012 Economic and Investment Overview
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Chief Investment Officer David Donabedian recaps the first half of 2012 and provides an outlook for economic activity and financial markets in the third quarter of the year.
A New Dawn for U.S. Housing
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Data from the Carlyle portfolio and external sources suggest that housing construction and renovation activity could be on the verge of recovery.
All in All it was not Much of a Maturity Wall
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By virtually any measure, the speculative grade corporate credit market in the United States is performing exceptionally well. In this paper, the Carlyle Group looks at why its predicted collision with the “maturity wall” never materialized.
Global Readiness: Challenges for Our Youth
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Council on Foreign Relations President Richard Haass' keynote address at the 2012 FOX Fall Forum looked at how to prepare younger generations to succeed in a more global world.Some highlights:
The Impact of Mega-Trends on Markets
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Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence security prices. In this 2012 FOX Fall Forum session, Hunt examined the impact of European and US monetary and fiscal policy on world markets.Some key takeaways:
The bickering and partisanship in Washington today has both national and international implications. What is motivating this divisiveness and what is the likelihood of notable improvement in the future? Mark Halperin, best-selling author, senior editor at TIME and sought after political commentator, shared his insights on the consequences of the stalemates and divisiveness that seem to dominate politics today at 2012 FOX Fall Forum.Some highlights include:
The Long Road to Recovery
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Many will recall Carmen Reinhart’s and Kenneth Rogoff’s "This Time is Different: Eight Centuries of Financial Folly," which had a significant impact on the public discussion over the relationship between debt and economic growth following its publication in 2011. In this article, Rockefeller & Co. Senior Advisor and Economist Matthew D. Gelfand dissects Reinhart and Rogoff's analysis.
Energy: The New Gold Rush
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The new landscape of energy in the United States — in particular, domestic oil and gas — is changing the national discourse on “energy independence,” influencing our economic recovery, and offering opportunities for discriminating investors. This paper takes a closer look at what might be a new renaissance in oil and gas.
Global Foresight - Fourth Quarter 2012
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In the fourth quarter 2012 issue of Global Foresight, Rockefeller & Co. focuses on the recent QE3 (quantitative easing) announcement by Federal Reserve Chairman Ben Bernanke and the related inflation and market implications, along with a discussion of the current geopolitical overlay. David Harris, CFA, Chief Investment Officer, leads with a history of inflation and discusses the issues associated with quantitative easing as well as the potential implications for the stock and bond markets.