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Atlantic Trust CIO David L. Donabedian, CFA, and Head of Fixed Income Gary E. Pzegeo, CFA, hosted a live webinar in which they analyzed fallout from the Brexit vote and assessed:The economic outlook in Europe and the U.S.The impact on equity and credit market fundamentalsWhat central banks will doWhether other nations will leave the EUThe Portfolio implications

The United Kingdom’s “Brexit” vote to leave the European Union (EU) triggered a heightened level of market volatility that had several implications for stocks, bonds, currencies, and commodities. The vote will lead to long-lasting negotiations between the British government and the EU, and periods of geopolitical, economic and global financial-market uncertainty in the coming months and years as a result. Some investors may be wondering, “what now” following the buildup and global financial market disappointment with the Brexit vote.

Once an investor decides to allocate to metals, questions often arise concerning “How do I buy gold and what are the best practices around ownership?” Several steps will lead to an informed decision and illuminate how best to tailor a strategy to meet your needs and protect your wealth.

Investing strategies encompassing responsible investing are expanding rapidly amid greater interest from asset managers, pension plans, endowments and foundations, and plan participants. The primary challenge remains educating market participants on the different types of approaches and products. At the same time, there is rising demand among investors to align their financial objectives and investment goals with their value systems and beliefs. As a result, assets under management that were “responsibly invested” grew to $59 trillion in 2015, from $4 trillion in 2006.

The nascent market for green bonds saw a growth spurt in 2014 with issuance tripling from a year earlier, surpassing $38 billion. The growth in green bonds comes amid greater awareness of climate change and expanding investor appetite for environmentally-aware investment products. The prevalence of these securities is likely to rise as they allow issuers and investors alike to demonstrate their commitment to environmentally focused initiatives.

The stock market abounds with colorful sayings that reflect the collective wisdom of decades of investment experience. For professional investors, these time-worn adages are reminders of sometimes-painful past market episodes and the unending challenge of getting the future right. But at the end of the day, can these slogans actually be useful in making investment decisions? Yes, but the best investment strategy is one that incorporates reasonable expectations for future market returns and establishes guardrails to avoid being swept up by the emotion that inhibits investment success.

Nearly all investment professionals rely upon portfolio optimization techniques grounded in Modern Portfolio Theory to structure investment portfolios for individual investors. Using statistical techniques and computer-assisted modeling, investment advisers are able to combine different types of assets such as stocks, bonds, cash, real estate, and hedge funds to create portfolios that claim to offer the best possible return for specified level of risk, or to minimize the amount of risk an investor must assume to achieve a specified amount of return.

Although the future is unpredictable, we do know that financial planning can allow families and their advisors to operate from a position of strength and resilience, no matter the changes that lie ahead. In this video, the Baird economic analysts and financial planning specialists look at how the economic landscape impact your finances in 2021 while highlighting wealth planning opportunities to consider.

Investors shouldn't let taxes prevent them from choosing better investment options. Transitioning to a tax-managed SMA may help minimize upfront tax cost and provide opportunities over time to reduce tracking error against a preferred benchmark. The combination of this tax efficiency, along with ongoing tax management, allows investors with different tax and investment situations to more readily achieve their near-term and long-term asset allocation and investment goals.

When an off-the-shelf solution doesn’t cut it, responsible investors can turn to customized separately managed accounts (SMAs) to build portfolios that align with their values, including expressing their individual ESG views. With an SMA, investors can also gain the market exposure they’re seeking through portfolio construction, active ownership, or a combination of the two.