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.
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Quarterly Long-Term Asset Class Forecasts, September 30, 2010
The longer-term forecasts are forward-looking estimates of total return generated through combined assessment of current valuation measures, income, economic growth, and inflation forecasts, as well as historical risk premia. Shorter-term asset class return forecasts generated by our tactical asset allocation models are also provided.
Expansion By Natural Causes, 4Q 2010
While U.S. economic recovery has been disappointing relative to previous recoveries, it is an expansion nonetheless that is synchronized with most other developed and emerging economies.
The Future of Portfolio Management
“Market turmoil and volatility over the last decade and especially since the credit crisis that began in 2008 have structurally and irrevocably changed the investment landscape. Of the four worst bear markets of the last 100 years, two have occurred this decade.
Advisors are looking for better investment approaches and more time to serve their clients. Investors are looking for better portfolios that can weather the markets inevitable ups and downs.”
Capital Markets Perspectives: Insights and Outlook – 4Q 2010
Despite a strong September for many world markets, investors remain skittish. Slowing growth in developed economies, ongoing budget crises in peripheral Europe and a toxic US political climate ahead of the mid-term elections, have added to the worries of investors still scarred by the financial meltdown of 2008.
Middle East and Africa: Economic Review – September 2010
A recently released World Bank report on the Middle East North Africa (MENA) region observes that unemployment, a gap between the rich and poor, and poverty are some of the problems that persist.
Middle East and Africa: Economic Review – August 2010
The South African economy has been witness to multiple worker strikes in the past few months, which have restricted activity in the manufacturing and mining sectors.
Europe: Economic Review September 2010
Euro-zone economic sentiment surged to its highest level in two and a half years in August on optimism regarding economic growth.
The European Commission’s economic sentiment indicator climbed to 101.8 in August, clocking the highest level since March 2008, from 101.1 in July.
Europe: Economic Review – August 2010
Euro-zone gross domestic product (GDP) surged at its fastest pace in four years in the second quarter, expanding 1% from the first quarter. This strong economic growth was largely powered by the stellar performance of the export-driven German economy, which clocked its largest quarterly expansion on record.
Americas: Economic Review – September 2010
In the Americas region, the disparities in economic outlook for different countries have widened further in recent months. While the economic activity in developed countries like the U.S. and Canada has softened, the rest of the region continues to see relatively favorable economic conditions.
Capital Markets Perspectives
Posted on November 2, 2010
Presentation
Capital Market Perspectives – Chart Book
Posted in Alternative, Asset Allocation, Commentary, Economic, Equity, Fixed Income, Market | Tagged Oppenheimer | Leave a response