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This issue of Eton's Investment Outlook explores the concept of confidence level, using the familiar example of airline travel to illustrate our need for higher confidence levels in certain activities than in others. An investor’s level of confidence, both desired and actual, is a key driver in the Goals-Based Investing framework. This article desc...

History shows a number of scenarios could lead to significant losses for bond investors. Based on an examination of fixed-income markets since 1919, researchers found that even the most gradual rate increase scenario models an annualized return expectation of 0 percent for almost six years.

A study by Morningstar for the decade beginning in 2000 suggests that average investors underperformed the mutual funds they invested in by 1.5 percent per year due to investing near highs and exiting near lows. The fear of making a mistake is especially heightened in those who retire or sell a business. They are faced with investing the majority o...

How can art collectors protect themselves from fakes and forgeries? This article examines the differences between provenance and legal title, their bearing on claims of authenticity and what you should look for when making a purchase.

The advanced needs and challenges facing ultra-high-net-worth investors require investment consulting strategies that are equally advanced. A mass market approach to asset management is not likely to provide such strategies, nor is an enhanced, or “super-sized” retail or high-net-worth solution appropriate. Rather, institutional quality investors m...

The debate that began several decades ago over the merits and shortcomings of active versus passive investment management is ongoing. In this white paper, Abbot Downing examines the advantages and disadvantages of each approach.

As of March 31, new rules regarding what constitutes a single-family office went into effect under Dodd-Frank's Private Fund Investment Advisers Registration Act. Those who do not qualify for a family office exclusion are now considered subject to regulation as investment advisors. This whitepaper looks at who the new rules impact and who qualifies...

The ongoing euro currency crisis has led to substantial declines in European asset prices. Measured relative to operating cash flow, European corporate assets are now selling at a 30% discount to the average of the rest of the world. While some portion of this differential can be explained by a weaker macroeconomic outlook, most of it is attributab...

Generation Investment Management argues that there is no trade-off, philosophically or empirically, between profit maximization and fostering environmental sustainability; however, a number of structural impediments exist to mainstreaming 'Sustainable Capitalism.'

Investing on the basis of fundamentals has long been a cornerstone for prudent investors. However, the rash of extreme geopolitical events over the past several years has tried investors' patience, riled portfolios and turned sound expectations on their heads. In this white paper, Greycourt & Co., Inc. examines the factors that have contributed to ...

This whitepaper illustrates how companies with cultures in which employees are properly incentivized through autonomy, purpose, financial compensation and other means can lead to stronger results.

Ocean sustainability has emerged as a major concern for society and business in recent years due to awareness of detrimental factors that include ocean acidification and unsustainable fisheries. This whitepaper by Rockefeller Financial Equity Analyst Rolando Morillo, describes current and historical trends that present investment opportunities in...

This white paper collects research highlights from earlier papers by Generation Investment Management on five key subjects: Climate Change, Pandemics, Real Needs at the Base and Peak of the Economic Pyramid, Water, and Demographics.

In this installment of a seven-part series on goals-based investing, Eton Advisors examines the behavioral foundations of the goals-based framework. Utilizing the “hierarchy of needs” approach first proposed by psychologist Abraham Maslow, the goals-based process begins with defining, quantifying, and prioritizing financial goals across multiple fa...

With few high yielding alternatives available in today's investing environment "drought", it is not surprising there is a strong demand for high-yield securities. In Aberdeen's view, the current economic environment should provide a highly beneficial climate for high-yield fixed income asset class. High-yield credit spreads are well above where the...