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In this article highlighting the importance of title insurance for fine art, Stephen D. Brodie of Herrick, Feinstein LLP, finds that:The economic value of fine art has become high enough, and that the risk of a title problem is real enough, that it is time for convention to change.Title insurance is readily available today, and should become a stan...

This January market review provides:A recap of the major themes affecting the economy and the marketsAn in-depth, quantitative review of and forecast for the credit marketsSome thoughts around strategy for the coming months

In this edition of Market Insights, Glenmede looks at:The Federal Reserve's intention to taper, or slow, bond purchases in the coming year.The "end" of deleveragingThe recapitalization of European Union banking institutionsThe re-emergance of emerging marketsThe report concludes with a look forward at investing for 2014.

As tax rates on the wealthy have begun to go up again, taxpayers have begun to take a second look at the few legitimate tax shelters still available, and this has renewed interest in investing through insurance dedicated funds (IDFs).This paper discusses two types of IDFs, Private Placement Variable Annuities (PPVA) and Private Placement Life Insur...

In this quarterly outlook, Pitcairn discusses fixed income, global and U.S. equities and the world economy, finding that investment success remainspredicated on the basics of:Execution and diversificationUnderstanding what’s going on in the worldNot letting emotion get the best of usHowever, with the bull market fully established an...

SEI Investments Company provides a January 2014 Market Commentary that centers around recent volatility in the market and what investors can expect to drive equity and fixed income markets in the short term.They offer the following highlights:Investor sentiment shifted and volatility increased in January based on the following concerns: the pa...

Corporate growth and strong capital markets (i.e. stock market, banking system) have been our engines of progress, but we are to a point where those engines have created, or at least contributed to the critical issues we face today like income inequality and environmental sustainability.The idea of returning values, accountability, and transparency...

In the second quarter 2013 issue of Global Foresight, Rockefeller & Co. provides an outlook for a range of asset classes. David Harris, Chief Investment Officer discusses the current status of the equity markets. Mark Iannarelli, Director of Fixed Income, and Matthew Gelfand, Senior Economist, explain how bond portfolios are at risk of a cyclic...

Most families, like many portfolio managers, invest a great deal of time and energy into understanding the potential return streams from their investments. This paper explores the benefits of allocating some of that focus and energy to better assessing the risks that they may be assuming. The benefits of taking a more structured view of risk can ex...

Reporters and Wall Street strategists alike have stumbled upon a new catch phrase—“The Great Rotation.” This follows other recent favorites including “The Financial Crisis,” “Great Recession” and “New Normal,” each meant to encompass a broad definition of a particular market environment. The mos...

In this edition of Eton's quarterly newsletter, they discuss goals-based investing from the highly personal and conceptual processes of goal definition and prioritization featured in past issues to the important process of marrying the investor’s goals with his investment portfolio. The report includes a quarterly economic and market outlook by Jea...

The world is witnessing a major rebalancing of economic power. Once dominated by the G7 nations, it is today making room for a new and expanding set of rapidly growing economies. The citizens of emerging market countries, while comparatively poor on a per capita GDP basis, are being helped out of poverty by astounding rates of domestic economic gro...

Regardless of the project scope, knowing the parties and defining parameters are essential to a successful relationship. Investors and developers alike should do their homework, protect themselves and have confidence in the structure of the deal.

Newly appointed Prime Minister Shinzo Abe wooed voters by promising to end its decades-long economic and market malaise with the three arrows of Abenomics: fiscal stimulus, monetary easing and structural reform. Abe quickly launched the first arrow by passing fiscal stimulus of roughly 2% of GDP. The Bank of Japan subsequently fired the...

Investors are bombarded by a variety of investment strategies and alternatives from an ever-growing and increasingly complex financial industry, each claiming to improve returns and reduce risk. Amid the clamor, academic and practitioner research has sifted through the vast landscape and found four intuitive investment strategies that, when applied...