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Investors are bombarded by a variety of investment strategies and alternatives from an ever-growing and increasingly complex financial industry, each claiming to improve returns and reduce risk. Amid the clamor, academic and practitioner research has sifted through the vast landscape and found four intuitive investment strategies that, when applied...

Newly appointed Prime Minister Shinzo Abe wooed voters by promising to end its decades-long economic and market malaise with the three arrows of Abenomics: fiscal stimulus, monetary easing and structural reform. Abe quickly launched the first arrow by passing fiscal stimulus of roughly 2% of GDP. The Bank of Japan subsequently fired the...

Regardless of the project scope, knowing the parties and defining parameters are essential to a successful relationship. Investors and developers alike should do their homework, protect themselves and have confidence in the structure of the deal.

The world is witnessing a major rebalancing of economic power. Once dominated by the G7 nations, it is today making room for a new and expanding set of rapidly growing economies. The citizens of emerging market countries, while comparatively poor on a per capita GDP basis, are being helped out of poverty by astounding rates of domestic economic gro...

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...

Reporters and Wall Street strategists alike have stumbled upon a new catch phrase—“The Great Rotation.” This follows other recent favorites including “The Financial Crisis,” “Great Recession” and “New Normal,” each meant to encompass a broad definition of a particular market environment. The mos...

Most families, like many portfolio managers, invest a great deal of time and energy into understanding the potential return streams from their investments. This paper explores the benefits of allocating some of that focus and energy to better assessing the risks that they may be assuming. The benefits of taking a more structured view of risk can ex...

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...

This guide sheds light on many of the issues facing taxable investors today and provides strategies for surviving and thriving in the new world of higher taxes.

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...

This paper outlines a new core investment strategy for equity investors by combining three themes into one overall process that provides higher reward per unit of risk and a significant reduction in extreme risk/losses.

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 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 ...

Investors and investor representatives are often uncomfortable with managed futures because they believe that it is a "zero sum game." This belief endures in spite of managed futures' consistent long-term returns with lower historical volatility than asset-backed securities such as stocks. This white paper looks at the benefits of fut...

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...