Our Insights

Monthly Market Review

05/03/2013

Monthly Market Review May 2013

Helicopter Ben found a Japanese co-pilot; Gold stumbled but retail buying soared.

Global Foresight

4/3/2013

Global Foresight, Second Quarter 2013 Issue

In this second quarter 2013 issue of Global Foresight, Rockefeller & Co. provides an outlook for a range of asset classes. David Harris discusses the current status of the equity markets. Mark Iannarelli and Matt Gelfand explain how bond portfolios are at risk of a cyclical drop in prices over the next few years, but conclude that major allocations away from fixed income would be premature. Victoria Melendez writes on the relative merits of private equity in a low interest rate environment. Reuben Jeffery concludes with a discussion of the infrastructure challenge in the U.S.

Monthly Market Review

03/05/2013

Monthly Market Review March 2013

Policymakers talking up markets to do their bidding; Beppe Grillo’s anti-euro shot heard ’round the world

Monthly Market Review

02/05/2013

Monthly Market Review February 2013

Equities soared in spite of mixed data; best January for the S&P 500 since 1997.

Global Foresight

1/7/2013

Global Foresight, First Quarter 2013 Issue

In this first quarter issue of Global Foresight, Rockefeller presents an in-depth review of the risks and opportunities facing global investors in 2013. David Harris discusses how the slow mend in the global economy, low interest rates, and other factors should keep equities as a logical core of most portfolios. Jimmy Chang explores investor unease with the current global economic environment, but notes that staying anticipatory and opportunistic will be important for long-term investors. In light of the political environment and risks, Mark Iannarelli describes a preference toward a defensive and diversified mix of bonds for investor portfolios. Matt Gelfand examines the potential for diversification presented by selected real assets. In closing, Reuben Jeffery discusses what the current macroeconomic and geopolitical challenges portend for investors in the year ahead.

Commentary

1/7/2013

Fiscal Cliff Averted: What You Need to Know

Please see here for a memo that discusses the tax implications of the American Taxpayer Relief Act, which was passed on January 2, 2013.

Monthly Market Review

12/10/2012

Monthly Market Review December 2012

Central bankers around the world remain generous; President Obama demands the rich to give “a little more”

Commentary

12/5/2012

The State of Hedge Funds: Selection Counts

Jim Crystal reviews hedge fund performance for the year and notes that, while certain strategies have underperformed, others have done well and hedge funds remain important components of investor portfolios.

Commentary

11/29/2012

North American Energy Re

Rockefeller believes that expanded North American energy production, which we term the North American Energy Re, has the potential to reenergize the U.S. economy as energy is explored, developed, transported, exported, and used to lower manufacturing costs and as the revenue expected to be generated by the chain of these activities increases spending across sectors. ►

Commentary

11/14/2012

Managing Family Risks in Changing Times: 2012 Intergenerational Forum

Rockefeller’s annual Intergenerational Forum provides a venue for families with intergenerational wealth to engage with experts and Rockefeller advisors on the challenges of managing assets across generations. The 2012 Forum included a discussion of investment risk, as well as a panel discussion on risks associated with social media usage. ►

Commentary

11/9/2012

Navigating the Next Seven Weeks: The Election’s Near Term Implications for Investors

Rockefeller & Co.’s view on how the developing political situation, including the “fiscal cliff” negotiations and possible changes in long-term capital gains rates in 2013, may impact investor considerations on whether or not to harvest gains before year-end. ►

Monthly Market Review

11/5/2012

Monthly Market Review November 2012

“Fiscal cliff” negotiation to gather steam post-election; European debt crisis in remission for now. ►

Global Foresight

09/28/2012

Global Foresight, Fourth Quarter 2012 Issue

In the final issue of Global Foresight for 2012, Rockefeller focuses on the recent QE3 (quantitative easing) announcement by Federal Reserve Chairman Ben Bernanke and the related inflation and market implications, along with a discussion of the current geopolitical overlay. ►

Commentary

10/2/2012

The Long Road to Recovery

Matt Gelfand provides insight and commentary on This Time is Different: Eight Centuries of Financial Folly, by Carmen Reinhart and Kenneth Rogoff. ►

Commentary

09/14/2012

December 31, 2012: Are You Prepared?

Jeffrey D. Fink, Rockefeller’s Director of Taxes, focuses on the window of opportunity to consider certain tax planning strategies before year end. ►

Commentary

09/14/2012

Service Provider Choice: A Source of Hedge Fund Performance?

James B. Crystal, head of Rockefeller Capital Partners, reviews research that analyzes how the choice of service providers may affect hedge fund performance. ►

Monthly Market Review

09/07/2012

Monthly Market Review September 2012

Markets buoyed by hope of more monetary easing;
Be careful what you wish for. ►

Monthly Market Review

08/03/2012

Monthly Market Review August 2012

Low treasury yields signal caution; Equities marched on with declining VIX. ►

Commentary

07/31/2012

The Rockefeller Global Select Equity Opportunity

Managing Director John O’Hara describes how companies with well-incentivized employees can present attractive investment opportunities. ►

Commentary

7/31/2012

The Rockefeller Ocean Opportunity

Equity Analyst Rolando Morillo describes current and historical trends that present investment opportunities in technologies related to ocean sustainability. ►

Global Foresight

July 5, 2012

Global Foresight, Third Quarter, 2012 Issue

Demerging Markets: How questionable policies are altering the investment landscape across the developing world. ►

Commentary

June 20, 2012

Global Consumer Sector Update

Rockefeller Asset Management Equity Analyst Brian C. McNamara reviews recent developments in the consumer sector from around the globe. ►

Monthly Market Review

June 1, 2012

Monthly Market Review, June 2012

Grexit entering investment lexicon; Biggest Internet IPO fell flat on its face. ►

Commentary

May 30, 2012

Rockefeller Ocean Strategy: Seeking Investment Returns Through Oceanographic Innovation

Rockefeller Financial holds a New York launch event for the Rockefeller Ocean Strategy. ►

Commentary

May 21, 2012

The View from the East: Perspectives From Leading Asian Hedge Fund Managers

Rockefeller Capital Partners Investment Research Analyst Jessye M. Ball reports on the views of Asian hedge fund managers after a recent trip to the region. ►

Monthly Market Review

May 1, 2012

Monthly Market Review, May 2012

Eurozone sovereign debt crisis back on stage; The Fed on hold but ready to help. ►

Global Foresight

April 2, 2012

Global Foresight, Second Quarter, 2012 Issue

On the Rebound?
Navigating through a low real-interest rate environment. ►

Commentary

March 19, 2012

February 2012 Sustainability and Impact Investing Luncheon: Sustainability And Long-Term Investment

Farha-Joyce Haboucha, Director of Sustainability and Impact (S&I) Investing, recaps the February 2012 S&I luncheon, which featured keynote speaker Dr. George Serafeim. ►

Monthly Market Review

March 1, 2012

Monthly Market Review, March 2012

Goldilocks rides a sea of liquidity; Watch out for surging oil prices. ►

Monthly Market Review

February 1, 2012

Monthly Market Review, February 2012

“LTRO” joins “QE” in the central bank Hall of Fame; Risk appetite swelled in reaction. ►

Global Foresight

January 5, 2012

Global Foresight, First Quarter, 2012 Issue

Investment Resolutions For The New Year: Reiterating the importance of diversification and patience in a volatile global economy. ►

Commentary

January 1, 2012

2011 Intergenerational Forum: Sustainable Families & Their Legacies

Elizabeth P. Munson, Head of Wealth Management recaps the Eighth Annual Intergenerational Forum, featuring keynote speaker Dr. Fredda Herz Brown. ►

Monthly Market Review

December 2, 2011

Monthly Market Review, December 2011

“Vetocracy” causing paralysis from the EU to the USA; Time is running out, especially in Europe. ►

Monthly Market Review

November 2, 2011

Monthly Market Review, November 2011

European policymakers bought time with yet another plan; But is it already unraveling politically? ►

Global Foresight

September 30, 2011

Global Foresight, Fourth Quarter, 2011 Issue

Stock market volatility, short-term risks and the long-term economic challenges we face. ►

Monthly Market Review

September 2, 2011

Monthly Market Review, September 2011

Central banks once again came to the market’s rescue; But are they pushing on a string with the real economy? ►

Monthly Market Review

August 2, 2011

Monthly Market Review, August 2011

First-world economies with third-world debt crises; Democracy or dysfunction at its best? ►