Jason T Baron, Managing Director Head Portfolio Manager of Social Investment Strategies – U.S. Trust, Bank of America Private Wealth Management
Wednesday, November 19, 2014
Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge. Companies that are good social citizens can both positively address societal issues and outperform their competitors.
This study describes both short-term and long-term expectations for population growth and trends, and the impact these macro-factors will have on the global economy and the resulting investment implications.
Jason T. Baron, Managing Director; James P. Medaglio, Research Analyst
Wednesday, October 22, 2014
In terms of life of life span and medical need, a close look at the underlying numbers reveals a sharp disparity between developed and developing regions; particularly in poorer areas worldwide.
We’re in the early stages of what stands to be an extended business cycle. We’re calling the cycle the era of innovation, and it has some definite characteristics.
The process to execute and close deals continues to challenge investors flush with cash. The trend in deal volume over the last several quarters brings this to light.
This white paper reviews how the new landscape of energy in the U.S. is changing the national discourse on energy independence, influencing our economic recovery and offering opportunities for discriminating investors.
Our Convergence thought leadership focuses on transformative technologies in the early 21st century. Insights and data shared demonstrate the significant impact these integrated technologies will have on virtually all industries and people worldwide for years to come.
The confluence of favorable market dynamics, including high corporate cash balances, low interest rates and cooperative capital markets, has created an environment in which corporate management teams and boards of directors can take action to increase value for equity owners.
The successful management of a family office investment portfolio requires a carefully guided strategy focused on asset diversification, risk mitigation, experienced, and transparent oversight.
