Confronted by the effects of the most significant economic downturn in the post-war era, angel investors want more certainty and earlier exits. In this paper, Landmark Angels discusses a strategy to increase the success of angel venture investments and the likelihood of better and earlier returns.
After several years of change and market instability how are families investing now? What are the changes that people anticipate for the coming year, and what have been the likely lessons of the past 18 months? This 2010 FOX Wealth Advisor Forum presentation outlines the findings of the latest FOX investment survey and benchmarking efforts.
We believe the reason many bond investors are maintaining high balances in low-yielding money markets right now is because they've been scared into thinking the value of their investment will decline sharply if interest rates rise. They may well be right. They may be wrong. We do not know with certainty. However, we do know with certainty that approach has been dead wrong over the last 12-18 months and it may continue to be the wrong strategy for another 12-18 months.
Coller Capital's annual survey tracks private equity trends in emerging markets and investors' plans related to those markets. Among this year's findings: Investors expect their new commitment to emerging market private equity to accelerate over the next two years, and most of these investors expect this sector to outperform private equity as a whole.
We believe that the problems associated with government indebtedness are more serious than on previous occasions when government debt was at similar levels because of poor demographics; the extent of private sector leverage; the global nature of the recession; independent central banks and the absence of capital controls, which make it more difficult to "inflate" away debt.
Deutsche Bank researchers examine the impact of speculative trading on the price of crude oil, based on variables in weekly market reports from the U.S. Commodities Futures Trading Commission and econometric procedures. Researchers conclude that speculators' dispersion in beliefs, not their activities, drive crude oil prices.
The dollar's value is one vital sign of the health of the U.S. economy vis-à-vis other economies as it reflects expectations about inflation and interest rates. Therefore, tracking and understanding the dollar and other currencies is key to understanding the investment environment, says this paper from Rockefeller & Co. Inc.
The financial crisis has altered the investment landscape for investment managers as well as for investors. This paper from BNY Mellon looks at the results, such as increased regulatory oversight and demands for greater transparency.
Of all the possible sources of inflation, a rise in commodity prices is the greatest threat. A separate threat also exists in the form of rising real interest rates. An ideal portfolio hedge is one that should do well in both environments but still is expected to generate an attractive rate of return in a normal economic environment.
This comprehensive research report sizes up current and future economic activity and the outlook for inflation in seven major regions of the world and then examines in detail the implications for investments in equities, fixed income, currencies, commodities and real estate globally.