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Investment Strategy Overview
2012: The Year the Can Kicks Back

In 2012, we believe that the "markets" will finally pressure policymakers to move beyond temporary half measures and make substantive fixes.

Strategic Insights - The Policy Cards Are Face Down

Strategic Insights - The Policy Cards Are Face Down

The situation in Europe took a turn for the worse this week when Greece threatened a referendum on the terms of the bailout. This exposed the emperors in the eurozone "core" to the fact that they have "no clothes."

Strategic Insights - No Big Bang Coming

Strategic Insights:
No Big Bang Coming

It is becoming increasingly apparent that Europe will not be able to put together a sufficient package to prevent a deep, prolonged recession if not depression. The reason is the European Central Bank (ECB) refuses to assume a proactive role and has chosen to continue as only a reactive player.

Strategic Insights - The Triangle of Concern

Strategic Insights - The Triangle of Concern

As of today we still feel the U.S. can stave off recession. China risks have increased but we still feel they can manage to an 8 percent growth or better. We are closer to a real plan in Europe as urgency has hit the highest level since the global circles first mentioned Greek debt in May 2010. In all of this we are relying on policy makers and a quick resolution — a very difficult proposition.

Strategic Insights - There Is A Lot Of Work To Be Done

Strategic Insights - There Is A Lot Of Work To Be Done

There are four big worries in the global financial markets at present: the European financial system crisis; potential for global recession; a confidence crisis in policymakers; and a lack of response from cash-rich nations in deploying their international reserves. As market volatility continues, we answer some key questions.

Investment Strategy Overview - The World We Live In

Investment Strategy Overview - The World We Live In

We continue to believe that economic growth can hang in there enough to keep the profit cycle for 2012 above the 2011 level.

Strategic Insights - The Policy Matrix

Strategic Insights - The Policy Matrix

Through all of this, we felt that the most important elements for our clients who were investing across asset classes would be the profit cycle, the ultimate trend in U.S. payrolls, and the response to the debt repair process by policymakers worldwide.

Capital Market Outlook

Capital Market Outlook

We still remain of high conviction that global rebalancing is the theme of the decade and should continue to provide significant investment opportunities in the years ahead - particularly in specific multinationals in the U.S. and specific emerging market countries, currencies, and commodities.

Strategic Insights - The Buffer Zone

Strategic Insights - The Buffer Zone

In the past two weeks, the entire gain for 2011 has been wiped away. Some of the decline is understandable given the nervousness over the recent economic data and the contagion in the debt markets in Europe.

Strategic Insights - Debt Ceiling Update: ANSWERING YOUR QUESTIONS

Strategic Insights - Debt Ceiling Update: Answering Your Questions

The frenzy of angst over the debt ceiling extension and possible ratings downgrade shows how high-frequency noise often masks the underlying forces investors need to be aware of.

Strategic Insights - Debt Ceiling Update

Strategic Insights: Debt Ceiling Update

The high-frequency attention to the debt ceiling issue is symptomatic of the trading mentality that grips the market nowadays. For investors it is best to step back from the loud noise and take advantage of good cash-flow producing assets that have corrected too far.

Strategic Insights - Inflection Point: Answering Your Questions

Strategic Insights - Inflection Point: Answering Your Questions

We are at an inflection point for the economy, the markets, and the psychology of many investors. This latest summer pullback in the equity markets raises many questions. 'Strategic Insights' Inflection Point: Answering Your Questions, answers your questions and looks at why we still believe we are in the early stages of a "Global Bull Marathon."

Benny Can Cool His Jets

Benny Can Cool His Jets

We believe the Federal Reserve will end its accommodative monetary policy without grounding the economic expansion. Near-term equity market pullbacks are likely limited to a 5% to 7% decline and viewed as investment opportunities.

Food, Forests and Fuel

Food, Forests and Fuel

As the balance of growth shifts from developed to developing nations, the world clamors for natural resources. Land capable of satisfying that demand can help investors reduce portfolio volatility and protect principal, while providing steady income or appreciation as well as a hedge against inflation.

Understanding Socially Innovative Investing

Understanding Socially Innovative Investing

U.S. Trust has developed a multi-dimensional security selection process, designed to uncover companies that meet our rigorous financial review and excel at corporate social responsibility.

The Power of Positive Teaching

The Power of Positive Teaching

Educating children about the responsibilities of wealth can help keep them wealth-smart

Welcome to the Global Bull Marathon

Investment Strategy Overview - Welcome to the Global Bull Marathon

We do not expect the engine of global growth to stall this year or next. We call this expansion the Global Bull Marathon. We believe this is the beginning of a marathon, not a sprint.

Personalized Banking & Credit

Personalized Banking and Credit

As the economy and markets tap the brakes, smart investors should tap the accelerator. We believe the current adjustment and resultant market volatility are creating an unusually attractive entry point for investors.

Customized Aviation Financing

Whether you are buying a new aircraft or refinancing or refitting an existing one, the aviation division of U.S. Trust can help you achieve your objectives.

The Deal is Done, Tax Breaks Extended

The Deal is Done, Tax Breaks Extended

The tax bill extends the Bush-era tax cuts for an additional two years, liberalizes estate and gift tax rules, grants a temporary "payroll tax holiday" for all wage earners and extends various temporary tax provisions.

Customized Yacht Financing

Customized Yacht Financing

To help achieve your yacht ownership goal, the specialists at U.S. Trust draw upon three strengths: in-depth knowledge of the marine industry, expertise in wealth management and the extensive resources of a leading financial institution.

Cash Investment Management: Protecting Principal While Pursuing Attractive Returns

Cash Investment Management: Seeking Principal Protection While Pursuing Attractive Returns

One of the more difficult challenges facing cash investors is balancing the need to protect their principal with the desire to achieve attractive returns.

Crossing the Rubicon

Investment Strategy Overview: Crossing the Rubicon

We expect increased investor confidence and a stronger equity market in 2011. Accordingly, now is an important time to review portfolios and position them to protect against volatility and to take advantage of improving conditions we see ahead.

WHAT IS an appreciation of fine art WORTH?

WHAT IS an appreciation of fine art WORTH?

Accessing the equity in your art collection.

WHAT IS an eye-catching asset WORTH?

Art is more liquid than you might expect. Is yours a potential source of collateral to fund other purchases and investments?

Custom Credit Solutions

Custom Credit Solutions

Custom credit solutions from U.S. Trust, Bank of America Private Wealth Management allow you to use your financial position strategically in ways you might not have anticipated.

Answering Your Questions

Investment Strategy Overview
Answering Your Questions

Right now, overall investor confidence is low. Questions and concerns abound. This is understandable. However, the questions and concerns are keeping many investors on the sidelines and preventing them from taking advantage of opportunities we can see emerging.

Honesty is the Best (Investment) Policy

Honesty is the Best (Investment) Policy

Being open with yourself and your advisor — and then putting it into writing — is critical to investment success.

Breaking Away

Breaking Away

With most analysts and investors focused on what's going wrong, there's an opportunity to capitalize on what's going right.

Green Acres: The Place to Be

Green Acres: The Place to Be

Global trends could make U.S. farmland a hot commodity. And investing in it is surprisingly easy.

The Trustasaurus Trap

The Trustasaurus Trap

Many existing trusts may be too rigid to adapt to a rapidly changing world, and many new trusts are being created with potentially outdated assumptions. But trusts need not go the way of the dinosaurs. Old trusts can be brought back to life, and new trusts can be designed with flexibility for the future.

It's Not What You Earn that Matters;
It's What You Keep

Tax implications on your investments. When focusing on investments, it's easy to overlook a fundamental concept: It's not what you earn that matters; it's what you keep.

The Trust Fiduciary Standard

The Trust Fiduciary Standard

When it comes to investing, U.S. Trust focuses on your needs and best interests as we follow the fiduciary standard of care. This is more than just a standard of investing; it permeates everything we do for you, from planning to execution.

Roth IRA Conversions

Roth IRA conversions, and the potential benefits for you and your heirs.

Investments You Can See and Feel

A portfolio can include a wide range of non-financial or specialty assets such as timberland, farm and ranch land, oil and gas, real estate and many more. Should you consider these assets?

Shifting to Cruise Control

Shifting to Cruise Control

As the economy and markets tap the brakes, smart investors should tap the accelerator. We believe the current adjustment and resultant market volatility are creating an unusually attractive entry point for investors.

A "No Regrets" Investment Strategy for the Market Recovery

A "No Regrets" Investment Strategy for the Market Recovery

Balancing business and investment risks to achieve true diversification and make your money "useful."

The Complex U.S./China Relationship

The Complex U.S./China Relationship

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