Following an unusually frigid winter, the weather has borne the brunt of blame for weakened economic statistics. While anecdotal evidence is overwhelming, identifying and quantifying the effects of the weather on economic data is difficult. In this white paper, Glenmede argues that the slowing economic growth of recent months reflects fundamental conditions rather than one-off weather effects, and they are watching for signs that portfolio risk levels should be lowered.
Resource Search
Family Office Exchange and guests reflected on today’s “new breed” of advisory service. While options are plentiful, obtaining and maintaining an optimal client experience remains dependent on integrating the unique needs of the family with the individual knowledge, skills and talents of advisors and the systems and processes that surround performers in their job environment. The Forum examined what skills and services are necessary today…and on into the future…to exceed family expectations and become... The Optimal Advisor.
Critical to the work of FOX’s Knowledge Center is identifying the global trends and issues that have immediate and future impact on families of wealth.
On 18 March, the Russian Ministry of Finance published a draft law on anti-offshore measures (the Draft). This article by Withers LLP provides a thoughtful review of the Draft, which introduces three concepts:Controlled foreign companies rules (CFC)Russian tax residence for foreign companies based on tests of management and controlNew rules on taxation of the indirect disposal of Russian real estate
In this edition of Market Insights, Glenmede provides an in-depth look at recent U.S. employment numbers and highlights the following:
In this Investment Strategy Update: A View From the Top Down, Atlantic Trust expands on the following:
PwC's 17th Annual Global CEO Survey provides an inside look into how CEOs feel about the global economy, the growth prospects for their own companies and details on the challenges that they feel they are facing in the areas of technology, demographics and globalization. Survey Highlights:
This study examines the various factors driving the success of high-impact entrepreneurs, including how they differ from one another and how they operate, grow and compete. It looks at the key differentiators of companies with different ownership structures and walks the reader through the following research journey:
Altantic Trust Private Wealth Management highlights the following in their Economic and Investment Overview for the first quarter of 2014:
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: