Investors generally dislike uncertainty, and Trump’s unpredictability would seem to be a depressant on investor optimism.
It is normal for different individuals or institutions to make varying assessments of a particular situation. In a sense, this is a fundamental driver of financial markets, making it possible for there to be both willing buyers and willing sellers simultaneously. Differing perceptions may also help prevent, through restraining the growth of a herd mentality, extreme market swings. With a number of caveats, one can argue for tempered optimism with a glass half full.
Lending to middle market companies in the U.S. and in Europe has shifted due to structural changes and evolving risk tolerances in each respective banking system. The emergence of direct lending as an established asset class is here to stay, and given the recent inflow of new entrants into the sector, it is imperative that investors select managers wisely. In this comprehensive market analysis of the U.S. and European Direct Lending markets, it is clear that direct loans offer distinctive investment opportunities and can generate attractive returns.
In this webinar, Kristi Kuechler of Family Office Exchange (FOX) explored many of the changes that family offices are experiencing and highlights recent FOX survey data as we discussed the potential implications of family offices, wealth advisors, and the investment management industry.Family offices—tasked with the challenge of investing private capital for multiple generations—are reassessing many traditional approaches to building portfolios:
In this session, produced in conjunction with the FOX Direct Investing Network, we'll explore how to manage and insure against the various legal risks facing family offices today. Special attention will be paid to the risks involved in direct investing and the types of insurance solutions that can address them.
As Artificial Intelligence (AI) gets more sophisticated and weaves further into the fabric of human existence, what are the implications for work and society? How will AI, its evolution, and some of its potential future mind-bending possibilities impact investors? While the answers are beyond the reach of a single article, having a better understanding of the AI phenomenon is important for investors hoping to participate in an emerging trend that will shape the future for years to come.
Housing demand in the United States remains brisk even as issues with supply and affordability mount, particularly in the West. Solid sales and consumption are forecasted throughout the economy this year, with housing starts sustained near their current level of 1.25 million at an annualized pace. The Real Economy also offers a look at government resources available to companies for cyber reporting, provided by U.S. Chamber of Commerce. Then, an examination of how growing trade tensions with China are impacting some middle market companies’ supply chains.
In this session we will explore how families make a difference on issues that are important to them through their businesses, their investing and their giving. Increasingly, we observe how families, wishing to make an impact with their wealth in their lifetime, have found creative ways to integrate both business concerns with philanthropic goals. Bruce and Paulina will share introductory comments on best practices in philanthropy, impact investing and environmental/social/governance concerns.
As part of federal tax reform, Congress created a new “Qualified Opportunity Zone” program to encourage investment in businesses that are located in low-income communities.
Over the past year, the improved picture of the financial services community has been predicated on rising interest rates, strong financial conditions, modest inflation and an overall improving economy. Recently, a flattening yield curve has fostered concern about a premature end to the positive business cycle. However, things are not quite what they seem. The Real Economy also examines the escalation of U.S.-China trade tension and what it means for the makers of consumer products. And a future where blockchain takes a leading role in business is closer than you may realize.