Search Results

Quarterly Highlights - PwC commissioned independent research firm BSI Global Research Inc. to interview 225 chief executive officers (CEOs/CFOs) of leading privately held US businesses in the first quarter of 2013. The interviewees were asked about their current business performance, the state of the economy, and their expectations for busines...

Wealthy individuals need to play an active role in their wealth management, asking advisors the right questions and reviewing their answers regularly. This requires a solid understanding of wealth management principles and how to apply them in a variety of areas, ranging from personal tax planning to the transfer of a business.

This paper, which draws from interviews and a survey of executives in privately held businesses in North America and Western Europe, explores how private companies are turning to emerging and fast-growing markets that, in the recession year of 2009, contributed to only half of the world’s GDP but accounted for all of ...

In this edition of Eton's quarterly newsletter, they discuss goals-based investing from the highly personal and conceptual processes of goal definition and prioritization featured in past issues to the important process of marrying the investor’s goals with his investment portfolio. The report includes a quarterly economic and market outlook by Jea...

In the second quarter 2013 issue of Global Foresight, Rockefeller & Co. provides an outlook for a range of asset classes. David Harris, Chief Investment Officer discusses the current status of the equity markets. Mark Iannarelli, Director of Fixed Income, and Matthew Gelfand, Senior Economist, explain how bond portfolios are at risk of a cyclic...

Wealth management firms are beginning to understand the value of their data, the efforts required to maintain it and the importance of managing and storing data accurately. This white paper looks at why data aggregation has become so important and dives into the various risks and rewards associated with different data aggregation options.

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 inves...

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&nb...

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.

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 ...

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 Chan...

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 ...

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...

Upon reflection of many meetings and conversations with economists, investment managers, and officials in Asia, three broad investment themes came out loud and clear: global growth is likely to continue to be muted; this will create some challenges for emerging countries; and Asia will therefore have to consider trade-offs with respect to their eco...

This latest quarterly issue of “ViewPoint” features an interview in which the bank’s chief investment officer discusses his outlook for the global economy and capital markets for 2012. He notes that the U.S. should exhibit positive growth, boosted by capital spending, and that a growing U.S. economy should keep the global economy ...