Economic Cycles and Market Outlook

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Four Must-Know Trends for 2024
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Seasoned investors know that you cannot predict the future of the markets. But smart private wealth managers know that the key to preserving and growing wealth is to anticipate critical trends that are likely to have a lasting impact. Where trends are concerned, 2024 has a lot brewing around the geopolitical conflicts, the explosion of artificial intelligence, the use of alternative investments as portfolio management tools, and the generational transitions that are coming to the family office.

Economic and Market Outlook for 2024: A Return to Sound Money
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Sound money is the result when interest rates are above the rate of inflation, a development that is expected to persist in the years ahead. In the meantime, the transition to a higher interest rate environment has no doubt challenged investors, who have endured historical losses in bonds and high volatility in stocks. But make no mistake: This structural shift is the single best economic and financial development in the last 20 years. Looking forward and as shown in this report, investors will benefit from a return to sound money.

What's on the Minds of FOX Members? | 2023 FOX Family Forum
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The FOX peer community is a vibrant and generous one, and one place where that is abundantly evident is the FOXChat discussion boards and networks, where members ask anything that is of critical importance to their families and their enterprises and receive real-time answers and feedback from their peers and fellow members. FOXCloud, the latest digital feature from FOX, allows members to quickly and efficiently see what their peers are asking about and the answers they are receiving.

2023 FOX Global Investment Survey
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FOX’s annual Global Investment Survey was divided into two segments, launched in February and March 2023, respectively, to the FOX community. The surveys fielded until the end of April 2023. Please note that the 2023 FOX Global Investment Survey data pertains to investment activities and performance during calendar year 2022.

Mid-Year Market & Investment Check Up: What Family Offices Need to Know to Navigate the Remainder of 2023 | 2023 FOX Family Office and Wealth Advisor Forum
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As we head into the second half of the year, questions surrounding the global economy and financial markets remain. Is the U.S. headed for a recession? Will there be secondary effects from divergent Global Central Bank policies? Does the 2024 political cycle matter? And importantly, how should family offices invest capital given the current and future global market dynamics? Join Fiducient Advisors’ Brad Long, CFA, Chief Investment Officer and Adam Newell, CFA, CFP, Director of Family Office Consulting, for their mid-year market updates and valuable investment insights.

Inflationary Vortex: The Gravitational Pull of Labor, China, and Energy
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The inflationary vortex has been the result of several forces—some unforeseen or unforeseeable—spiraling upward. In this forecast, the focus is on the three catalysts that are expected to impact tomorrow’s inflation outlook: the U.S. labor market, China’s economic and demographic evolution, and the role of the green energy. Between these themes, there are important linkages and investment portfolio positioning to consider.

Virtual Fireside Chat: The Road Ahead for Global Investing | 2023 FOX Global Investment Forum
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Join an experienced global macro investor for a fireside chat exploring the global macro investing environment at large. Understand which hedge fund strategies performed best in 2022 and further, which strategies are best poised to perform well in a period of high volatility and uncertainty, and how these strategies should be deployed within family portfolios. Joe Dowling, Global Head of Blackstone Alternative Asset Management (BAAM) Moderated by Nate Hamilton, Vice Chair, FOX

2023 Global Macroeconomic Outlook | 2023 FOX Global Investment Forum
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We kicked off the 2023 forum with Jeff Kleintop, Charles Schwab's Chief Global Investment Strategist. Jeff lead us through the ever-changing landscape of global economies, economic trends, and a cadre of other influences impacting family office investors. Explore and understand influences from inflation, global recession, and war in Europe to other key components impacting future risks and opportunities.

Examining the Impact of Fundamental Global Investment Themes | 2023 FOX Global Investment Forum
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Panelists discussed two highly relevant post-pandemic investment themes, Supply Chain and Energy. Join industry experts as they walk through the current state of these highly disrupted industries, key drivers and pitfalls impacting potential investment opportunities, and where families could find long term potential and harness these disrupted and dynamic industries.

Family Office Chief Investment Officer Perspectives: Investing Globally | 2023 FOX Global Investment Forum
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Join Miguel López de Silanes Gómez as he explores how dynamic global markets and geo-politics have impacted global family office CIO’s from around the world. Learn how panelists navigated 2022 through both their local and regional investing lens as well as beyond their respective borders. Learn what is shaping their thinking and better understand where they see risk and opportunity.