Chinese equities have lagged both emerging market and global equity indices year to date. Recent regulations directed toward education and technology companies have caused Chinese equities to come under pressure. As further regulatory actions appear likely, should investors continue to allocate to Chinese equities?
As investing has grown increasingly personalized, separately managed accounts (SMA) have become a trusted vehicle for customized solutions to meet a client’s unique objectives. Up to now, when looking for personalized fixed-income solutions, advisors have considered key factors such as income needs, liquidity requirements, investment horizon,...
Land investments are a living, breathing entity that need attending to. Whether your primary focus is on conservation, wildlife habitat, agriculture enterprises, or a quaint getaway, the land will need to be managed. Here are the top five reasons why hiring a land management company is a worthwhile investment.
Family offices are embracing responsible investing in increasing numbers to align investments with values. We explore what’s driving the demand for responsible investing, the range of potential investment approaches, and some initial steps that family offices can take when they’re ready to commit to responsible investing.
Investors may prefer speed, but in a market as inefficient as the municipal bond market, it may not be in their best interests to rush the investment process. Data indicates that the cost of a reasonably investment period is low and that the benefit of waiting for attractive new issues is real. Even in the fast-paced world of investing, slow and st...
It’s common for investors to find themselves holding a concentrated single-stock exposure. But holding onto it is risky and may put your long-term financial goals in jeopardy. Investors can reduce the risk by implementing a staged diversification plan in tandem with a separately managed account.
This edition of Economic Currents takes a closer look at what the COVID Delta variant means going forward. The variant is expected to dampen, but not derail, the recovery in the U.S. However, if COVID cases continue to rise, it could bring an abrupt end to the current boom.
From the tax-aware to the tax-focused investment manager, it is clear that there is no one-size-fits-all solution to most investors’ circumstances. But after decluttering and tidying the tax tactics, the essential aspects that can add value quickly becomes clear.
Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and inclusion. With this shift in mindset, the momentum demanding real action is gaining strength. But before real action can be witnessed, companies need to ...
The Senate Bill 54 (the “SB 54”) was signed into law in California and will take effect March 1, 2025 for all investments made during calendar year 2024. The law will require “covered entities” to report the demographic information of “founding team members” of all companies in which the covered entity has invested. The law is meant to address the ...
Creating portfolios that are customized to a family’s unique investment goals and risk tolerance requires ingenuity and flexible thinking. However, the execution of risk management should be more systematic. Ultimately, the effective investors employ a risk management framework that accounts for potential risk at every stage of the investment...
As auction sales level off in 2023 from the highs reached a year ago, the art market recalibrates with more conservative pricing, risk management, and an unquenching demand for A+ works. Heading into the fall season, art prices are expected to continue stabilizing. And while some collectors operate more conservatively, others will see opportunities...
For leaders of founder-owned companies, simply making the decision to sell or bring in an outside investor can be anxiety inducing. The transaction process itself is often filled with apprehensive moments—arguably none more so than the potential of sensitive information leaking. This primer helps business owners understand how to avoid leaks,...
Investors have been looking for a recession amidst rising interest rates and expectations for slowing growth, but continued growth in much of the economy and resilient investment performance in 2023 has made for a very murky economic puzzle going forward. Exogenous factors such as geopolitical instability, deglobalization, and continuing risk of a ...
For the wealth owners—and the family offices managing their assets—the opportunities that impact investing presents are arguably greater than for any other type of investor. While impact investing is a natural fit for family offices, most are still working out where to start—mulling over issues like how to source deals and measure impacts. In order...