This report analyses, from an investment perspective, the features of ecological /organic agriculture that make it an attractive option for those considering investment in agriculture/farmland and particularly for those investors with an SRI/ESG understanding.
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The world continues to ride the same train of global imbalances. While short-term solutions have allowed us to arrive at the next station, few are attempting to address the long-term issues. We believe that capital markets will continue to assail the weakest links in the financial system, which, hopefully, instills the required discipline for polic...
Proposals to reduce federal debt have largely missed the mark. That is certainly the case when it comes to suggestions to replace tax-exempt municipal bonds with taxable alternatives or federally subsidized tax credit options. These alternatives not only produce much less in revenue for the US Treasury than most assume, they also result in a loss o...
As we briefly review 2011, one thing is apparent: corporations generally had a better year than politicians, job seekers or investors. Despite 2011’s economic volatility, companies delivered better earnings than the consensus had forecast last January. Yet despite solid corporate profitability, macro uncertainties kept stocks under pressure for mos...
hat a difference a new year makes. Fueled by massive liquidity injection from the European Central Bank (ECB) and expectations of additional easing from central banks around the globe, stocks raced out of the starting gate and left bearish sentiment in the dust.
Sustainability has become a hallmark of market leaders. While sustainability is hard to measure, it has clearly become a prime concern of corporate management and we believe that it has reached a point where no prudent investor can ignore it.
Family foundati ons and their investment advisors are increasingly exploring frameworks, working relati onships and investment portf olios designed to align investment strategy and implementati on with the mission and values of the philanthropic organizati on. Investi ng for fi nancial return and giving for charitable return originated as disparat...
Historically, institutional investors have searched new areas for investments that add return and reduce risk, particularly in today’s volatile and synchronized global financial markets. One area that is coming into focus, with low institutional investment thus far is agriculture. At the same time investor interest grows, the need for capital by ag...
The sluggish pace of growth on a worldwide basis coupled with heightened international geopolitical risk leaves the U.S. economy more susceptible to exogenous shocks. Though the probability of the U.S. slipping back into recession has fallen, Fiduciary Trust remains cautious on economic growth going forward.
Atlantic Trust Private Wealth Management views the risk of recession as low in the short term. Gas prices have garnered a great deal of attention and do put a dent in the economy’s potential growth rate in the months ahead. However, a sustained increase in the price of oil well above current levels would be necessary to create a recession. The bigg...
We reiterate five themes that serve to protect portfolios to some degree and offer some upside potential: gold as a hedge against currency realignments, oil as a hedge against Middle East instability, exposure to the global consumer over the long term, exposure to Asia (ex-Japan) over the long term, and exposure to relative value hedge managers who...
Rockefeller Capital Partners Investment Research Analyst Jessye M. Ball reports on the views of Asian hedge fund managers after a recent trip to the region.
Risk assets are likely to stay weak while uncertainty persists. Investment committee members see this gradually creating a buying opportunity because, whatever the outcome for Greece, they believe the ECB will use overwhelming force to protect all other Euro countries, allowing markets to recover.
Investors who prefer a less volatile loan return may favor the U.S. loan market. Less risk-averse investors may find the potential for higher loan returns in the European loan market appealing as they may feel the additional spread premium offered in that market compensates for the additional macroeconomic and market technical risk.
We remain in a cyclical bull market for equities. As has been the case in recent weeks, the European situation will be a periodic negative for U.S. investors. The risk of it turning into a 2008 Lehman-style, global contagion, however, is relatively low. Nevertheless, one chief investment officer is closely watching systemic risk indicators for any ...