Talking is silver, writing is gold
Our clients receive regular information about our expectations for and analysis of current economic and market developments. We stay true to our convictions and focus on those factors that lend themselves to thoughtful analysis. In addition, we try to provide clear recommendations, especially when circumstances make forecasting market or economic developments particularly difficult.
Publication overview:
Critical Perspectives
On occasion we publish reports on critical issues in economics, investment management, risk management, and family governance. Passionately opinionated and not necessarily comprehensive, but therefore also clear and dependable.
So far we have published the following Critical Perspectives:
«Being Realistic about Bond Returns» in July 2010
«Keeping Sight of Risk: A Practical Total Risk Management Approach for Wealthy Families» in August 2010
«A Real Estate Bubble with Chinese Characteristics» in September 2010
«World Growth Trends until 2030» in November 2010
«Earnings Stability as a Source of Alpha» in January 2011
«ETF: All That Glitters Ain’t Gold» in February 2011
«Investment Management Is Risk Management» in June 2011
«World Growth Trends Revisited» in November 2011
«Emerging Markets: This Time Is Not Different» in February 2012
«The Aftermath of the Debt Crisis» in March 2012
Monthly Perspectives
Each month we provide our views on the developments of the economy and markets in compact form. The most important statistics, asset class valuations, and investment recommendations are included, as is a monthly column on risk perception and decision-making.
Annual Perspectives & Conference
In time for the budget-setting processes of most businesses, we publish an annual outlook for the world economy. We provide a cogent assessment of what one can reasonably expect over the coming months. In addition, we present our annual outlook at an exclusive conference where participants have the opportunity to share ideas with us and other attendees.
Interested?
Please send an email to Felix Brill to receive further information.