This edition of Altair Insight, a quarterly market review from Altair Advisers, explores the following key topics:
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:
In light of recent and widely reported art market litigation, many collectors, advisors, dealers, and galleries are more cautious and confused than ever about how to go about buying and selling art and collectibles without losses or lingering liabilities. In this article, Judith L. Pearson of ARIS Title Insurance Corporation discusses the rise of heightened best practices in art transactions as a standard, including the required use of title insurance.
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 Insurance (PPLI). Gregory Curtis of Greycourt & Co., Inc., looks at:
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:
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.
In this article highlighting the importance of title insurance for fine art, Stephen D. Brodie of Herrick, Feinstein LLP, finds that:
Every day we use smartphones, tablets, computers and other digital devices to access, transfer and store information, conduct financial transactions and operate many other aspects of our lives. Your digital assets include all of the digital devices you own, all data stored in them and on external servers, and all of your online user accounts. Ensuring the proper management and orderly transfer of these assets after incapacity or death is an increasingly important aspect of estate planning.
This January market review provides:
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.