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High-net worth individuals are not immune to concerns around economic slowdowns. While the first half of 2022 may go down as one of the worst starts for stock and bond markets in history, it has also presented unique opportunities for long-term investors. With sound investment strategy and financial planning, investors can protect and grow their portfolio.

The word volatility has encapsulated the state of the economy and markets for the pandemic years, but 2022 added geopolitical upheaval and economic stabilization measures—including interest rate increases—to the mix. Amid concerns about a recession, how are private equity fund managers preparing?

In the dealmaking environment, the general aviation sector has been resilient through the pandemic. The sector's rebound that started in the second half of 2020 portends good things for it and the fixed base operators (FBOs) that serve the airports—even in the face of broader economic headwinds. The sector's endurance tracks with what history has shown—that high-net-worth individuals will keep flying. That means strong long-term FBO deal potential and short-term opportunities in the right markets.

What is the value of financial advice? This question is of utmost importance to financial advisors, investors, and the finance industry in general. By putting a number on the value of their advice, financial advisors can surface the highest-value advice interventions and demonstrate their value to clients to retain and attract more business. The value of this personalized advice is illustrated through a four-part framework, methodology model, and four hypothetical case studies.

In the hospitality space, hotels are a unique asset that can be viewed as an operating business that makes them different and more complex than other real estate assets and holdings. While recovery in the industry has been uneven—with big box meeting hotels struggling and luxury resorts doing well—there are investment opportunities, including the distressed hotels. In this ten minute interview, Clifford Risman and Brian Lucareli discuss the investment opportunities and the market factors impacting them.

No one can predict the lasting effects of an economic downturn for certain and whether tech M&A activity will ebb or flow. However, current economic conditions present the ideal buyer's M&A market. So, looking into 2023, buyers and sellers could continue to see an increased appetite for acquisitions as valuations stabilize at lower levels, inflation subsides, and interest rates taper off.

The pace of mergers and acquisitions (M&A) has slowed down since 2021 when the market conditions were better. In this ten minute interview, Spencer Moats and Brian Lucareli discuss the current adverse market conditions and the impact they have on deal volume, the opportunities for buyers and sellers, the trends in the M&A space, and practical advice on weathering the adverse conditions.

While high inflation, monetary policy tightening, and global recession risks could cloud the first quarter of 2023, the market conditions are expected to improve in the second quarter as inflationary pressures dissipate, particularly in the United States. In this environment, emerging markets (EMs) could be a bright spot for investors. The bear market in EM equities is long in the tooth in terms of time, price, and multiples, and EM debt appears attractively valued.

Despite a recent decline in M&A activity, deal volume remains higher than before the COVID-19 pandemic. And as buyers and sellers work through various deal stages, they need to retain focus on their employees, who will be instrumental in keeping the new organization operational. From this Risk in Context podcast, learn more about the importance of focusing on people risks during an M&A or private equity-related transaction, allowing for effective integration at deal close.* Download file for the transcript and select play to hear the podcast.

Despite an economic downturn in 2022, healthcare trends indicated US healthcare venture capital investment was healthy. There’s plenty of dry powder to deploy; however, investments and exits are slowing due to the volatile market. Gain more insights and analysis from this report on the venture healthcare ecosystem. Watch the video for an overview of the report.