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With few high yielding alternatives available in today's investing environment "drought", it is not surprising there is a strong demand for high-yield securities. In Aberdeen's view, the current economic environment should provide a highly beneficial climate for high-yield fixed income asset class. High-yield credit spreads are well above where the...

In this installment of a seven-part series on goals-based investing, Eton Advisors examines the behavioral foundations of the goals-based framework. Utilizing the “hierarchy of needs” approach first proposed by psychologist Abraham Maslow, the goals-based process begins with defining, quantifying, and prioritizing financial goals across multiple fa...

This white paper collects research highlights from earlier papers by Generation Investment Management on five key subjects: Climate Change, Pandemics, Real Needs at the Base and Peak of the Economic Pyramid, Water, and Demographics.

Ocean sustainability has emerged as a major concern for society and business in recent years due to awareness of detrimental factors that include ocean acidification and unsustainable fisheries. This whitepaper by Rockefeller Financial Equity Analyst Rolando Morillo, describes current and historical trends that present investment opportunities in...

This whitepaper illustrates how companies with cultures in which employees are properly incentivized through autonomy, purpose, financial compensation and other means can lead to stronger results.

Investing on the basis of fundamentals has long been a cornerstone for prudent investors. However, the rash of extreme geopolitical events over the past several years has tried investors' patience, riled portfolios and turned sound expectations on their heads. In this white paper, Greycourt & Co., Inc. examines the factors that have contributed to ...

Generation Investment Management argues that there is no trade-off, philosophically or empirically, between profit maximization and fostering environmental sustainability; however, a number of structural impediments exist to mainstreaming 'Sustainable Capitalism.'

The ongoing euro currency crisis has led to substantial declines in European asset prices. Measured relative to operating cash flow, European corporate assets are now selling at a 30% discount to the average of the rest of the world. While some portion of this differential can be explained by a weaker macroeconomic outlook, most of it is attributab...

As of March 31, new rules regarding what constitutes a single-family office went into effect under Dodd-Frank's Private Fund Investment Advisers Registration Act. Those who do not qualify for a family office exclusion are now considered subject to regulation as investment advisors. This whitepaper looks at who the new rules impact and who qualifies...

The debate that began several decades ago over the merits and shortcomings of active versus passive investment management is ongoing. In this white paper, Abbot Downing examines the advantages and disadvantages of each approach.

The advanced needs and challenges facing ultra-high-net-worth investors require investment consulting strategies that are equally advanced. A mass market approach to asset management is not likely to provide such strategies, nor is an enhanced, or “super-sized” retail or high-net-worth solution appropriate. Rather, institutional quality investors m...

How can art collectors protect themselves from fakes and forgeries? This article examines the differences between provenance and legal title, their bearing on claims of authenticity and what you should look for when making a purchase.

To earn returns in the regulated energy sector, investors will need to be aware of and understand the following items: supply and demand dynamics, interactions across the various commodity supply chains, the overall macro environment and impact on specific names and subsectors, regulatory and political environment, and operational and safety issues...

Interest rates continue to bump along near historical lows. Given the asymmetric risk/reward of holding bonds with extraordinarily low yields, some investors have been reconsidering their holdings. Investors worried about rising interest rates have several options (among them, shortening duration and using derivatives), but none are without opportu...

We anticipate a period of market consolidation leading up to, and including, the summer and would not be surprised to see more elevated levels of volatility. However, over the longer term we see risk assets continuing to be supported by valuations and abundant liquidity, although tail risks to growth from global fiscal policy remain.