This report looks at the keys to planning a successful trip to China, including aviation, medical care, and personal security. It includes a case study of family traveling to Beijing and Shanghai.
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 this dilemma and discusses investment strategies investors can implement to ride out the unusual market conditions in a thoughtful and disciplined manner.
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.
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 for the exclusion.
Choosing an executor is one of the most important decisions individuals make when preparing their will. This white paper explains the executor’s role and offers insights into how you might choose an executor for your estate.
A family meeting held at an overseas destination can enable a family to impart values to younger generations, strengthen its legacy, and engage in hands-on philanthropic activities together. Learn how in this article.
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 attributable to an increase in expected returns. Even if one assumes near-zero real earnings growth, the expected returns on European corporate assets exceed those available elsewhere in the world over an assumed five-year holding period.
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 must recognize that their financial position requires them to be treated like the world’s largest institutions.
While the European Union has made incremental progress in dealing with the Eurozone debt crisis, there still does not appear to be any "magic bullet" solution to the crisis. Market volatility remains likely without substantial new action from the European Central Bank.
The third quarter 2012 issue of Global Foresight focuses on emerging markets. David P. Harris, Chief Investment Officer, assesses prospects across emerging markets. Jimmy C. Chang, Senior Portfolio Manager, delves further into emerging market investment opportunities and examines the trajectory of the largest emerging economy, China.