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SEI Investments Company provides a January 2014 Market Commentary that centers around recent volatility in the market and what investors can expect to drive equity and fixed income markets in the short term.They offer the following highlights:Investor sentiment shifted and volatility increased in January based on the following concerns: the pa...

In this quarterly outlook, Pitcairn discusses fixed income, global and U.S. equities and the world economy, finding that investment success remainspredicated on the basics of:Execution and diversificationUnderstanding what’s going on in the worldNot letting emotion get the best of usHowever, with the bull market fully established an...

As tax rates on the wealthy have begun to go up again, taxpayers have begun to take a second look at the few legitimate tax shelters still available, and this has renewed interest in investing through insurance dedicated funds (IDFs).This paper discusses two types of IDFs, Private Placement Variable Annuities (PPVA) and Private Placement Life Insur...

In this edition of Market Insights, Glenmede looks at:The Federal Reserve's intention to taper, or slow, bond purchases in the coming year.The "end" of deleveragingThe recapitalization of European Union banking institutionsThe re-emergance of emerging marketsThe report concludes with a look forward at investing for 2014.

This January market review provides:A recap of the major themes affecting the economy and the marketsAn in-depth, quantitative review of and forecast for the credit marketsSome thoughts around strategy for the coming months

In this article highlighting the importance of title insurance for fine art, Stephen D. Brodie of Herrick, Feinstein LLP, finds that:The economic value of fine art has become high enough, and that the risk of a title problem is real enough, that it is time for convention to change.Title insurance is readily available today, and should become a stan...

Socially responsible investing now encompasses more than $3 trillion of the total U.S. investment marketplace. This approach to investing is evolving as it grows.As more investors look to apply various socially responsible investing principles within their investment approach, there are several issues and considerations to bear in mind. A...

In the first quarter 2014 issue of Global Foresight, Rockefeller & Co. provides comprehensive analysis and valuable insight for what investors can expect this year. This publication contains the following articles:2014 Outlook by David Harris, CFA, Chief Investment Officer; Topic: Have equity markets gotten ahead of themselves? Views on 20...

Within NEPC’s 2014 Asset Allocation Letter, the author, NEPC’s Asset Allocation Committee, reminds us that investors often feel the emotional cost of diversification in the form of “missing out” on return when equity markets rally. The recent robust performance may tempt some investors to chase results. They remind...

With so many conflicting data points and opinions in the market:How should investors view the outlook for stocks?What practical steps should investors take amid fierce debates about market valuation?

Atlantic Trust Private Wealth Management expects the investment landscape to be quite different in the year ahead as the bull market matures, the Fed shifts strategy and the global economy moves further away from the crisis-ridden environment that has prevailed since 2007. Some other insights:They expect 2014 to be a profitable year in the equity m...

Looking ahead to 2014, SEI Investments Company expects:Global economic growth will accelerate, led by the U.S. with important assists from other developed countries.China also should maintain a vigorous growth rate, helping to sustain global trade.U.S. Federal Reserve to continue to slowly ease stimulus efforts, while the eurozone is likely to rema...

The long/short equity strategy is one of the more nimble hedge fund strategies whereby managers seek opportunities across global equity markets with the objective of outperforming traditional markets over a given cycle. One of the major advantages of the long/short equity strategy is that the managers have the flexibility to exp...

The global macro hedge fund strategy is one of the more opportunistic and unconstrained hedge fund strategies whereby managers canvass the global economic landscape and seek to profit from macroeconomic imbalances and geopolitical events. Global macro managers have historically performed well during challenging times and ca...

The third quarter was marked by a number of consequential events, not the least of which was the continuation of the substantial and now maturing bull market. The author has seen global growth improve and global economies begin to resynchronize.The author's theme of “go global in all asset classes” hasn’t played out as they th...