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In this issue of Global Foresight, entitled "Re-born in the USA," Rockefeller & Co. takes a close look at the prospects for the U.S. dollar, challenges in emerging markets, opportunities in fixed income, and increasing U.S. energy production. David P. Harris, CFA, Chief Investment Officer, focuses on the varied implications of a stron...

PWC presents findings from the 20th anniversary edition of the Global Private Banking and Wealth Management Survey. The study looks at industry performance, markets, clients, products and services, human capital, operations, technology, risks, and regulatory challenges. Key findings include: Pervasive regulatory pressures are driving...

By some measurements the Federal Reserve has more than tripled the money supply in response to the 2008 economic crisis. With such pronounced expansion, will the United States soon experience significant inflation, and if so, how severe may it be? This article looks at the various causes and repercussions of inflation, comparing &nb...

Atlantic Trust's Third Quarter Newsletter Think Tank: Housing Tips into an Economic Driver - Finally. The state of housing and its role in our still-slow economic progressAnother Market Peak or Room to Run? The U.S. economy is improving, yet still mediocre. But this year certainly proves a point: The economy doesn&rsq...

The first half of 2013 was characterized by strength in the U.S. equity market, but also by rising volatility and struggles in a variety of other asset classes. For the second half of 2013, the authors expect an acceleration of growth in the United States, a slightly better economic tone in Europe and below-trend growth in most emerging econom...

There is no perfect system or framework for investing, nor can any investor follow any system in a perfectly disciplined way. Goals-based investing, however, is a better approach than most in helping investors stick to their investment diet, reach their target and maintain their financial “weight” over time.

In the past 12 years, there have been two distinct economic and market environments. The first, a period of rampant borrowing, was fueled by a red-hot real estate market. The second, a period of deleveraging, saw a reversal of the debt buildup with household debt ratios declining through a combination of bank write-offs, debt repayment and income g...

The US Federal Reserve is beginning to talk about diminishing its quantitative easing program if signs of a sustainable economic growth path emerge. This move, which means an eventual return to the yield of mortgage-backed securities and Treasury bonds being established by the market, has set off a reaction in the global stock, ...

On August 19, the Federal Reserve released the minutes from its July 28-29 Federal Open Market Committee meeting, which showed the Fed’s concern about China’s economic growth and market turmoil, as well as broader weakening in emerging market economies. The minutes also indicated the Fed’s view that a weakening global economy has ...

At a Daily Journal annual meeting in Los Angeles earlier this year, Charlie Munger – the 91-yearold Vice Chairman of Berkshire Hathaway – shared his opinion on the investment landscape when asked about negative interest rates in Europe and persistently low rates in the United States:"This has basically never happened before in my w...

U.S. stock market activity has been unusually volatile in the last couple days, with the S&P falling roughly 3.2% Friday and 3.9% Monday before rebounding about 2% in early Tuesday trading.Lower-quality credit markets has also suffered while treasuries and high-grade debt have rallied. This market commentary discusses where the global market st...

Most market watchers seem to be missing the point about the Fed’s impending rate hike cycle. It’s not about the when, it’s about the how. For months the Federal Reserve has been expressing its desire to begin policy normalization by raising interest rates, moving away from the zero interest rate policy (ZIRP) that has b...

With the ever-evolving nature of international tax, the non-U.S. resident or non-U.S. citizen with activities in the United States (referred to as “inbound” activities) and their U.S. advisors should become aware of fundamental, international tax principles to avoid the unintended application of U.S. tax. This guide serves as a res...

The positive supply shock to the economy created by the increase in U.S. oil production has policymakers reconsidering this country's four-decade-old oil ban on exports. From a pure economics standpoint, exporting domestically-produced oil would benefit both producers and consumers and increase overall efficiencies in the domestic energy market...

The phrase “private equity liquidity” once felt like an oxymoron, but the picture is rapidly changing.Liquidity has traditionally meant something very different for private equity than it has for other types of investments. While investors in other vehicles could trade their positions quarterly, monthly, or daily, those in closed-end pr...