It’s a bit early for Halloween, but the equity markets have been scary over the past few weeks and months. Fear is problematic, particularly when it comes to investing in equities.
It has been called one of the “greatest technological breakthroughs since the Internet.”1 It also has been called “a black hole” into which a consumer’s money could just disappear.
Purpose of the Forum: The 2015 FOX Global Investment Forum will foster smart, investment focused conversations among peers on trends, opportunities, processes, and best practices for multi-generation families with an educational slant and actionable takeaways.
Altantic Trust Private Wealth Management provides insight into the financial markets in its Economic and Investment Overview for the second quarter of 2014, some highlights include:
In this market forecast, Atlantic Trust discusses presents the issues that will have the most impact on the financial markets over the next 12 months, including:
Following a six-year U.S. economic recovery driven primarily by low interest rates and quantitative easing, the Federal Reserve is now constructing a plan to raise rates.
Charles B. Grace III, Managing Director and Amy Hart Clyne, Executive Director – Family Office Exchange
Wednesday, April 8, 2015
Benchmarking is critical to a multi-faceted investment strategy, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders.