Market Update: The ABCs of “Abenomics” (June 10, 2013)
Talk about a makeover. "Abenomics," or the group of economic policies supported by Japanese Prime Minister Shinzo Abe, is an incredibly bold attempt to reflate and dramatically reform a country that has suffered for years from deflation. In this update, we explain Abenomics, the issues that could determine its success or failure both near- and longer-term, and how our portfolio is positioned in relation to this exceptional but still uncertain policy backdrop.
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Market Update: Start of the Great Bond Bear Market? (June 4, 2013)
While we were correct not to “sell (equities) in May and go away,” other asset classes did not fare as well last month — bonds and yield-sensitive assets had a tough time. As we look ahead, the market spotlight seems likely to stay on the U.S. Federal Reserve, particularly the timing and speed of the Fed’s pullback from quantitative easing. In this update, we examine the path ahead for U.S. monetary policy and what that might mean for Treasuries and equities — and how Bessemer is positioning for what may be the start of the “Great Bond Bear Market.”
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2012 Bessemer Trust Annual Report
To be successful, a company needs two things. First, it must know what should never
change — which core principles are worth safeguarding and preserving year in and year out. Second, it must know that it cannot stand still and must always seek new ways to improve in an ever-changing world.
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Watch Wealth Management Conference Video Excerpts (May 2013)
Bessemer's clients and friends gathered this spring to hear our insights on the economy and markets, preparing the next generation, trends in private wealth, and the political landscape.
Watch the webcast
A Closer Look: China and Real Estate Investment (May 14, 2013)
Recently, one of Bessemer’s real estate specialists visited mainland China to assess the country’s real estate market, which has come under greater media scrutiny in recent months as residential prices continue to rise. In this update, we address some of the most prevalent questions regarding the Chinese market and discuss some of the key takeaways from the trip.
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Sell in May and Go Away? Thoughts on Global Equity Markets (May 7, 2013)
Listen to a conference call and webcast replay with Rebecca Patterson, chief investment officer, for Bessemer’s perspective on global equities and our portfolio positioning. She spoke with John Hall, portfolio manager of the top-ranked Old Westbury Global Small & MidCap Fund.
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Spring Swoon: Thoughts on the Global Economy and Markets (April 17, 2013)
Listen to a replay of Bessemer's quarterly webcast featuring Rebecca Patterson, Bessemer Trust’s chief investment officer. Rebecca discussed key issues shaping America’s economic and financial-market future.
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New Videos Added to Across the Board (April 16, 2013)
The latest videos on Across the Board address three key retirement planning vehicles — 401(k)s, traditional individual retirement accounts (IRAs), and Roth IRAs. Ricky McRoskey, Bessemer's financial educator, covers the similarities and differences of each plan.
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Quarterly Investment Perspective: Can the U.S. "Triple Threat" Continue? (April 8, 2013)
Chief Investment Officer Rebecca H. Patterson assesses the significance of the rare “triple threat” that occurred during the first quarter, in which U.S. stocks, bond yields, and the dollar climbed in lockstep. She then addresses four key questions about the U.S.’s future, focusing on housing, energy, politics, and monetary policy.
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New Videos Added to Across the Board (March 13, 2013)
Four new videos have been added to Across the Board: the power of compounding, the value of estate planning, economic clues indicated by a yield curve, and the inverse relationship between a bond's yield and price.
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A Closer Look: Where Next After U.S. Equities Reach New Highs? (March 5, 2013)
With the Dow Jones Industrial Average reaching a record high on Tuesday, investors are increasingly asking how much further equity markets can rally. In this update, Investment Strategist Patrick Boyle examines some of the prevailing “bull” and “bear” arguments for stocks and explains our constructive view on equities today.
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Watch Rebecca Patterson on Squawk Box
Chief Investment Officer Rebecca Patterson appeared on CNBC’s Squawk Box to discuss opportunities in emerging markets and Bessemer’s portfolio positioning in this sector.
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Bessemer Introduces Financial Literacy Video Library (February 12, 2013)
Across the Board is our latest educational tool for client families. It's a series of brief, informative videos that teach essential financial concepts and tips.
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Does EMU Stand for “Even More Uncertainty?” (February 8, 2013)
Recent days have seen renewed jitters in Europe, centered around politics, the banking sector and monetary policy. In this update, we examine these different risks and how they impact our macroeconomic views and portfolios.
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What Makes Family Foundations Successful? (January 31, 2013)
As part of a recent philanthropy forum, Bessemer hosted a panel on family foundation governance — how the most successful foundations make decisions. In this publication, we highlight five key takeaways from one of the panelists with more than 30 years of experience working with philanthropic families.
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A Closer Look: Soybeans and Brazil (January 24, 2013)
Recently, one of Bessemer’s commodity specialists traveled to Brazil’s Mato Grosso region to assess the outlook for soybeans. In this update, he shares some of the key takeaways from the trip.
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A Closer Look - Beyond Junk: Risk and Return in High-Yield Debt (January 22, 2013)
After years of strong performance from high-yield bonds, many investors are asking whether the asset class still offers compelling opportunities. In this update, Chief Investment Officer Rebecca H. Patterson discusses what the near future holds for high-yield bonds and describes Bessemer’s approach to debt-related investments today.
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Bessemer Trust's 2011 Annual Report
Plainspoken communication is often hard to find. Jargon and abstract concepts can leave one perplexed and uninformed. At Bessemer Trust, a key corporate imperative is to be straightforward about our progress, shortcomings, investment strategies and wealth management insights.
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