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Latest News
Atlantic Trust releases periodic information on newsworthy happenings within our firm. We invite you to view recent press releases or read the latest published article. We also distribute a quarterly newsletter on current affairs in the market that cover investments, wealth strategy and offer insights on legislation, regulations and trends in the news.
August 2010
- CIO Update on Asset Allocation - Dave Donabedian, Chief Investment Officer, provides an overview of recent developments in financial markets and world economies, and explains how these events are shaping the firm's current asset allocation strategies.
- August 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month of August.
- Atlantic Trust Announces Senior Appointments in Houston, New York, and Austin Offices - ATLANTA, August 2, 2010—Atlantic Trust today announced the addition of Ryan McCleary, CFA, as a senior vice president and senior relationship manager in Houston, Gordon A.M. Ross as a vice president and relationship manager in New York, and Mark E. Frazier, CFA, as an associate vice president and associate relationship manager in Austin.
July 2010
- Third Quarter 2010 Economic and Investment Overview - Atlantic Trust's Investment Team provides an outlook for economic activity and financial markets in the third quarter.
- John Greenwood's 3Q10 Economic Outlook - Invesco's Chief Economist, John Greenwood, provides an international market and economic outlook for the third quarter.
- Global Market Report - June Positive news, such as strong manufacturing numbers from China, India and the US, was overshadowed by fears over sovereign indebtedness, the capital adequacy of European banks and warnings that global growth may slow over coming months.
- The Atlantic Trust Advisor: Third Quarter: A Culture of Care - Linda Beerman, Chief Fiduciary and Risk Officer, reviews the meaning of "fiduciary" and explains its importance to clients, investment experts discuss the many dimensions of risk, and Atlantic Trust's MLP Team provides insight on investing in energy infrastructure.
- July 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month of July.
June 2010
- Global Market Report - May Heightened volatility and an aversion to risk characterized equity markets this month, and further worries about Eurozone sovereign debt led to another decline of the Euro. Results in the U.S. and Asia Pacific were mixed as concerns over European debt diminished investor confidence.
- Press Release: Atlantic Trust Adds Top Investment Talent to Master Limited Partnership, Multi-Manager Teams - ATLANTA, June 9, 2010 — Atlantic Trust announced today the addition of portfolio manager Adam Karpf and senior investment analyst Clayton Santimore as part of the firm’s ongoing commitment to enhance the depth and expertise of its investment team.
- CIO Update on Asset Allocation - Dave Donabedian, Chief Investment Officer, provides an overview of recent developments in financial markets and world economies, and explains how these events are shaping the firm's current asset allocation strategies.
- June 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month of June.
May 2010
- CIO Update on Recent Market Volatility - Dave Donabedian, Chief Investment Officer, provides an analysis of recent market upsets including Greece's troubling debt and the plummeting Euro, and explains how Atlantic Trust has positioned itself and our clients during this time.
- 2Q 2010 Outlook: The View Ahead - As the global recession eases, Atlantic Trust's experts share their views on what to expect from financial markets and strengthening economies in the months ahead.
- Global Market Report - April Concerns over sovereign Greek debt continue to dampen any other positive news coming from Europe but developments in China and Asia Pacific are considerably more upbeat. Increased consumer spending in the U.S. helped the economy grow 3.2% over 1Q10.
- May 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month of May.
April 2010
- Global Market Report - March Positive economic developments and increased consumer confidence helped to boost equity markets across the globe last month. U.S. stocks post their best quarter since 1998 but news from Europe remains bleak.
- The Atlantic Trust Advisor: Second Quarter - Investment experts assess the "dash to trash" phenomenon, wealth strategists discuss the trend of families writing ethical wills, and Eric Propper, president and COO, describes the firm's virtuous circle of growth.
- Second Quarter 2010 Economic and Investment Overview - Atlantic Trust's Investment Team gives an overview of the strengthening economy and impacts of the...
- April 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month...
March 2010
- Global Market Report - February U.S. consumer confidence stumbled this month and Greece's debt woes plague both Europe and the Euro. Meanwhile, 4Q09 data from Asia and emerging markets is largely positive.
- March 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month...
February 2010
- Global Market Report - January Equity markets and corporate bonds took positive momentum into the new year, but the Euro posted it biggest monthly drop versus the Yen and U.S. Dollar. Is the global recession loosening its grip? The answer may be yes, but the results are mixed.
- Press Release: Atlantic Trust Expands Newport Beach Office and Wealth Strategies Team - ATLANTA, February 1, 2010—Atlantic Trust announced today that Aaron N. Newland, CFP®, has joined the Newport Beach office as a vice president and business development professional. Additionally, Christine L. Lucero, CFP®, has joined the Boston office as an associate vice president and wealth strategist...
- February 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month...
January 2010
- First Quarter 2010 Economic and Investment Overview - Atlantic Trust's Investment Team gives an overview on the prospect of an ending recession and future impacts on investment markets...
- Disciplined Equity Strategy Update - We invite you to hear Paul McPheeters, Doug Rogers and Brant Houston, members of our Disciplined Equity Strategy team, present an overview of the strategy's fourth quarter and calendar year 2009 results, as well as the current positioning.
- Global Market Report - December 2009 - All major developed equity market regions continued their positive trend during December as steadily improving economic news flow and strong corporate results underpinned the forward momentum...
- Press Release: Atlantic Trust Expands Texas, D.C. Offices - ATLANTA, January 13, 2010—Atlantic Trust announced today that three senior professionals have joined the firm's Austin and Washington, D.C. offices...
- The Atlantic Trust Advisor First Quarter: Delivering On Our Commitments - With the new year comes expanded opportunities for growth and a continued focus on strong performance and high quality client service. Chairman and CEO Jack Markwalter discusses how Atlantic Trust delivers upon it's commitment to clients.
- What Ever Happened to Estate Tax Reform? - Atlantic Trust's Wealth Strategies group discusses the pros and cons concerning the current situation with estate tax reform.
- January 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month...
December 2009
- Global Market Report - November 2009 - The major developed equity market regions, with the notable exception of Japan, were up over November with most of the gains achieved in the first half of the month...
- December 2009 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month...
- Analysis of Roth IRA Conversions - We invite you to hear Linda Beerman, Chief Fiduciary and Risk Officer, Art Graper and Allen Lyons, members of our Wealth Strategies Group, present the rules and planning strategies to consider in determining whether a Roth IRA conversion is right for you.
November 2009
- Global Market Report - October 2009 - All the major developed equity market regions ended the month in negative territory. On a relative basis, the US was the best performing market, while Europe was the weakest region...
- The Atlantic Trust Advisor Fourth Quarter: Healthcare Reform - 2009 is seen as a watershed moment for healthcare reform. Democrats control the White House and Congress, business groups and employers are advocating for changes...
- Disciplined Equity Strategy - Now entering its seventh year, achieving a $1 billion-under-management milestone and launching a fund on the Invesco Aim mutual fund platform, the Atlantic Trust Equity Income strategy has a new name: the Disciplined Equity Strategy...
- Asset Allocation Update Nov. 11, 2009 - At its most recent meeting, the Atlantic Trust Asset Allocation Committee made a number of important recommendations for our relationship managers and clients to consider...
- Economic and Investment Overview - Atlantic Trust's Investment Team gives an overview on the prospect of an ending recession and future impacts on investment markets...
Media Kit
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