India's private equity market offers opportunities for investors who are focused, patient, opportunistic and agile. Success requires being familiar both with the economy's internal currents and target companies as money is abundant but trust is harder to come by.
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Allowing private debt to rise has been an easy short-term solution, but the countries of Western Europe, the United States and Japan now have to address the internal conflicts hidden by rising debt. Taking corrective action earlier would be easier while creditors are still friendly, but a broader financial crisis may be needed to spur such action.
This comparison of ultra-short duration fixed income funds with money market and short-term bond funds helps investors understand the nuances of ultra-short duration funds and, thus, make an informed decision of whether to include these investments in their portfolios.
The ongoing trends of urbanization and wealth generation in Asia, and the investment opportunities these trends create, make Asia worth a serious look by investors. Increasing consumption trends are in their infancy and may last 10 to 20 more years.
Directors and officers at private companies have reason to be concerned about potential U.S. securities exposures, leading savvy private firms to adjust their internal compliance and governance structures to more closely resemble those of their public counterparts. They also are taking a closer look at their D&O liability insurance programs.
Like the ancient Greeks, modern families need family governance to meet the challenge of preserving and transferring wealth across generations. A successful plan needs to look beyond financial capital to consider family assets, such as talent, education, experience, faith and values.
It is interesting to note that more than 13% of equities now offer dividend yields in excess of the yield available on the average corporate bond. Could equities be a better source of income? While this is debatable, we think the discussion has merit and investors should be inclined to take more equity-like risk based on relative values.
Remain diversified within the fixed income sector, allocating assets to international and high-yield bonds where appropriate, for example, to help smooth investment performance. Opportunities exist for these sectors to perform comparatively better within the context of a rising U.S. interest rate environment.
U.S. investors can build international equity by investing directly in overseas markets or by purchasing shares of American depositary receipts. The method selected will have important implications for transaction costs, ongoing fees and benchmark tracking.
Family dynamics often play a critical role in the long-term success of family businesses, and women's relational and interpersonal skills tend to make them well-equipped to manage these issues. Effective leadership within the family business is, now more than ever, dependent on the inherent relational skills that a woman can bring to the business.