Think
The purpose of THINK is to provide information that will lead to making better asset allocation and portfolio management decisions. To do this, we include a broad variety of asset allocation, and economic & market commentary from financial institutions and advisors from around the world providing a global perspective. In addition, white papers provide high level academic thought and research on many aspects of asset allocation and portfolio management. Finally, media includes audio and video resources; studies and surveys provide a more macro level view and direction of the investment management industry; and tools are typically technology based online resources. Available free to registered members of Investment Think Tank.
Follow ITT
Morningstar Bond Market Commentary, November 2010
A snapshot of the bond market returns may lead one to believe October was an uneventful month. Nothing could be further from the truth; the inflation/deflation debate raged through the confluence of diametric trends as the markets await the details of the next wave of quantitative easing.
Are Investors truly embracing international diversification?, October 2010
Lately we have seen a coalescence of opinion that the significant cash flows into international equity funds represent investors’ growing comfort with diversification beyond U.S. borders.
Asset Allocation, Fall 2010
One of the major determinants of investment success over the next decade will be correctly anticipating the trend in general price inflation. How long the current deflationary environment persists, and how well the exit from quantitative easing is implemented will decide the relative performance of the three principal asset classes: fixed income, precious metals and equities.
Prescription for Prosperity, October 2010
It is hard to predict the future, let alone determine the best prescription for an ailing economy. Few predicted the economic impact of the 2008 credit crisis, fewer still for the right reasons. Wall Street and Main Street are exhausted with crisis fatigue.
Middle East and Africa: Economic Review, October 2010
New observations by the IMF note that an increase in oil prices has resulted in a stronger recovery for the Middle East and North Africa (MENA) region. MENA’s combined GDP is expected to reach 4.1% in 2010 compared to 2% in 2009, the IMF indicated in its October World Economic Outlook report.
Americas: Economic Review, October 2010
In the Americas region, many countries are becoming increasingly concerned about the loss of export competitiveness from sustained currency gains. Several economies in South America are expanding at a fast rate, and the outlook remains favorable. This has attracted increased investment flows into the region.
Asia Pacific: Economic Review, October 2010
The World Bank, in its latest economic outlook, lifted growth projections for East Asia, estimating real gross domestic product (GDP) in the region will rise 8.9% in 2010 compared to an earlier forecast of 8.7%
Europe: Economic Review, October 2010
As several European Union (EU) member countries embrace unprecedented austerity measures to trim their deficits, simmering unrest and widespread protests seem to have gripped this region.
US Economic Projections, October 2010
Economic data since September have been consistent with our forecast of slow sustained recovery, with temporary contributions from inventory re-stocking and fiscal stimulus giving way to more lasting growth factors in business fixed investment and consumer spending.
T. Rowe Price Report, Fall 2010
A Perspective on Financial Topics for Our Investors