The global economy has come a long way from the nadir of the 2008/2009 financial crisis. Now in the sixth year of positive economic growth, the expansion is longer than the historic average, but still showing signs of being relatively youthful. Of particular note are the disparate economic conditions across the globe. Europe and...
This report documents how the family office has fast emerged as a viable structure from which to manage the assets of wealthy families in Asia. The rapid growth of the UHNWI population in the region and the tax-friendly environment and robust capability provided in regional financial hubs suggest a further expansion of the industry in years to come...
The Association of Southeast Asian Nations (ASEAN) is comprised of 10 members whose individual social, economic and political characteristics are the underpinnings of the Association’s collective prosperity. Frequently overshadowed by its more prominent neighboring countries, particularly China and India, ASEAN continues to emerge as an area ...
In 2013, the International Consortium of Investigative Journalists (ICIJ), a nonprofit group of reporters, shattered the long-held view that offshore bank secrecy was impenetrable. The group had received massive leaks detailing individual offshore bank accounts, which they shared with the public on their website. This was the first of hundreds...
The sharp drop in oil prices may have provided a powerful boost to global consumption, but economists are concerned that on a global scale, especially in the Eurozone, that the effects of low inflation might continue in the long-term.The research article provides a deflation risk index that distinguishes countries where external disinflationary eff...
This report provides a historical review of past economic conditions for 2013 and 2014, and illustrates what might be in store for investors in 2015 by asking five key questions. Those questions include: Will US equities continue to outperform? Is the macro environment in Europe getting worse? What impact will diverging monetary policy have o...
The American Tax Payer Relief Act of 2012 (ATRA) was passed on New Year’s Day 2013, and established the first permanentset of estate, gift and generation skipping transfer (GST) tax provisions in 12 years. Each year, the administration puts forth tax proposals that may change the current law. This article provides a quick summary of sev...
The Swiss National Bank removed the EUR/CHF 1.20 floor on January 15, 2015, which had been in place since September 2011, while cutting further the 3-month interest rate target (to between -1.25% and -0.25%). This research paper provides analysis into the potential outcomes of this move by the SNB to the Swiss economy, and illustrates the def...
Some years make indelible stamps on our consciousness for memorable market trends or events, good or bad. Investors’ conversations are dotted with references to 1987 (Black Monday Crash), 1999 (tech stocks through the roof), 2000 (dot-com bubble bursts), 2008 (financial crisis) and 2009 (bounce back off the bottom) that need little or n...
Most people typically don’t think about exchange rates unless they are heading out of the country. Exchange rates have been very much top-of-mind during the past year. The U.S. dollar has strengthened, while many other leading world currencies have fallen. The new equilibrium has the potential to affect economic growth and inflation around th...
This executive summary examines economic data for the U.S. Economy, Global Economy, Bonds, U.S. Equity Market, International Financial Markets and the state of Alternative Investments for the second Quarter of 2014.
The 2008 US Credit Crisis that resulted in the European Banking and Sovereign Crisis exposed major weaknesses in banking regulation and oversight. The reaction from policymakers and market participants set about sweeping reforms that will permanently alter the system as we know it. This paper discusses the massive regulatory change that will create...
This thoughtful paper provides a historical perspective of the Hedge Fund markets performance in varying economic clients and relates what has been learned in the past to the current market conditions since the Recession of 2008.
In this market forecast, Atlantic Trust discusses presents the issues that will have the most impact on the financial markets over the next 12 months, including: The EconomyU.S. is posting impressive growth as the expansion broadens.Many other countries are struggling with too little growth, too much inflation or both.The collapse in oil pri...
Altantic Trust Private Wealth Management provides insight into the financial markets in its Economic and Investment Overview for the second quarter of 2014, some highlights include:- Economy: Mostly good newsU.S.: Q1 likely weakest quarter of the year. 3% real GDP growth expected for full year.- Policy: Fed action unfolding as expectedFed policy re...