Private Investors

Since their introduction only two decades ago, Exchange-Traded Funds (ETFs) have been undeniably successful.  Growing far beyond their initial function of tracking large liquid indices in developed markets, ETFs now hold over $2.6 trillion of assets globally.

Micro cap stocks are among the investment world’s worst-kept secrets.

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?

The foreign exchange market is widely appreciated to be the largest and most liquid market of all global financial markets.

The US energy renaissance may be taking a breather, exasperated from ten years of mind boggling growth, but unquestionably it is not over. Global energy demand is expected to grow well into the future and the US is poised to take advantage of the trend to become the world’s marginal producer.

The desire to integrate values and investment decisions has long been important to investors and is a movement that has gained permanency.

To date, the slow national recovery in the office sector has been driven largely by negative forces such as high unemployment rates and owner desires to reduce operating costs.

Farmland is increasingly gaining traction as an attractive long-term investment option for sophisticated and capital rich investors.

Currency risk is a fact of life for European families. Today even the simplest diversified portfolios include foreign currency exposures.