Presentations (2872)
january 2016 - Issue 26 RSM reporting Technical developments in global accounting and reporting. THE POWER OF BEING UNDERSTOOD AUDIT | TAX | CONSULTING Welcome Happy New Year! As we enter into the second decade of IFRS in Europe, in this issue we reflect on the lessons learnt from the past and on what we should look forward to in the next decade. Our guest contributor, Dr Nigel...
THE REAL ECONOMY NOVEMBER 2015 GLOBAL EDITION THOUGHT LEADERS Our thought leaders are experienced professionals, with years of experience in their fields, and strive to help you and your business succeed. Thought leaders who have contributed content to this issue include: Joe Brusuelas, Chief Economist, RSM US LLP Brendan Quirk, RSM Regional Leader, Latin America Anand Selvarajan, RSM Regional...
RSM EU VAT Group Indirect Tax Update february 2016 THE POWER OF BEING UNDERSTOOD AUDIT | TAX | CONSULTING Netherlands Proposed changes in treatment of long term property lease (sale and lease-back) In a recent decision, the Court of Justice of the European Union (‘CJEU’) has clarified the conditions under which services related to the management of a collective investment...
RSM US MIDDLE MARKET BUSINESS INDEX RSM US MIDDLE MARKET BUSINESS INDEX THOUGHT LEADER Our thought leaders are seasoned professionals, with years of experience in their fields, and strive to help you and your business succeed. Thought leaders who have contributed content to this issue include: Joe Brusuelas, is the chief economist for RSM US LLP. Brusuelas has 20 years of experience...
THE REAL ECONOMY MARCH 2016 I VOLUME 15 FEAR A SLOWDOWN? HERE’S WHY RECESSION FEARS ARE OVERBLOWN NEAR-TERM RECESSION FEARS ARE OVERBLOWN, BUT HERE ARE THE SEEDS OF THE NEXT ECONOMIC DOWNTURN DIMINISHING OPPORTUNITIES AMID EXCESS CAPITAL TO DRIVE REAL ESTATE DEAL FLOW IN 2016 REAL ESTATE OUTLOOK Q&A THOUGHT LEADERS Our thought leaders are professionals with years of...
MORTGAGE-BACKED SECURITIES Commercial Mortgage Market Monitor February 2016 Remittances Table of Contents Foreword ............................................................................................ 3 Overview ............................................................................................ 4 Section A: Delinquencies...
MORTGAGE-BACKED SECURITIES Mortgage Market Monitor February 2016 Remittances Table of Contents Foreword ............................................................................................ 3 III. Loss Severity by City............................................................... 47 Overview ...............................................................................................
Manager of the TCW, MetWest, and TCW Alternative Fund Families INSIGHT ALTERNATIVE VIEWPOINT High Dividend Equities – Fertile Grounds, Just Beware the Landmines IMAN H. BRIVANLOU, PHD | MARCH 2016 Summary Historically, high dividend stocks have outperformed the broader equity markets and produced better risk-adjusted returns, even during periods of rising interest rates. However, the...
Manager of the TCW, MetWest, and TCW Alternative Fund Families INSIGHT VIEWPOINT Understanding China’s New Currency Policy DAVID LOEVINGER | FEBRUARY 8, 2016 This year, concerns about China – ranging from growth prospects, to policy missteps, to currency depreciation, to bad communications – have rattled markets. Many investors continue to worry that China will...
Manager of the TCW, MetWest, and TCW Alternative Fund Families INSIGHT VIEWPOINT Commonly Asked Questions on Emerging Markets Today PENELOPE D. FOLEY, DAVID I. ROBBINS | DECEMBER 22, 2015 Penelope D. Foley Group Managing Director Emerging Markets Ms. Foley is a Portfolio Manager for TCW Emerging Markets. Prior to joining TCW in 1990, Ms. Foley was a Senior Vice President of Drexel Burnham...
Manager of the TCW, MetWest, and TCW Alternative Fund Families INSIGHT VIEWPOINTS: INSIGHT INTO EQUITIES Equities in a Rising Rate Environment: A Roundtable Discussion DECEMBER 2015 Introduction – Michael Reilly Michael P. Reilly, CFA CIO – Equities Director of Equity Research Craig C. Blum, CFA Portfolio Manager Concentrated Core Iman H. Brivanlou, PhD Portfolio...
Manager of the TCW, MetWest, and TCW Alternative Fund Families INSIGHT TRADING SECRETS If Markets Were Stupid, Everyone Would Be Rich TAD RIVELLE | OCTOBER 2015 Tad Rivelle Group Managing Director Chief Investment Officer–Fixed Income Co-Director Fixed Income Tad Rivelle is Chief Investment Officer, Fixed Income, overseeing $140 billion in U.S. fixed income assets, including over $85...
Manager of the TCW and MetWest Fund Families INSIGHT TRADING SECRETS One Rate to Rule Them All TAD RIVELLE | APRIL 2015 Tad Rivelle Group Managing Director Chief Investment Officer–Fixed Income Co-Director Fixed Income Tad Rivelle is Chief Investment Officer, Fixed Income, overseeing over $130 billion in U.S. fixed income assets, including over $80 billion of U.S. fixed income...
GOLD AND INFLATION HEDGES Q1 2011 1 For the past decade gold has been the asset allocator’s Holy Grail. It has outperformed all of the major asset classes over the past ten years, as the chart below illustrates. Asset Class Performance: Jan-2001 to Mar-2011 500% Cumulative Return 400% Average Annual Return 300% Correlation to Worst One-year 60% Stock/ 40% Return Bond...
