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As private equity firms make their operations, and those of the companies they invest in, more technologically savvy, they're finding that true digital transformation requires a shift in mindset.In this podcast episode, Amir Akhavan, managing director at JEGI, and Grant Marcks, a principal and head of business development at Atlantic Street Cap...

Most private equity professionals agree that a bear market correction, which is typically defined as a 20 percent decline in the broader stock market, is in sight. What no one can predict is the next recession’s duration and severity. Whether the next recession comes tomorrow or in two years, private equity firms are proactively taking steps&...

Despite the concerns regarding the amount of user data collected, the social media industry is a powerful growth engine, with one million new users reported daily. With a growing preference for a more personalized and relevant online experience, companies have come to realize they will need the insights of younger generations to better ma...

The Internet of Things (IoT), a network of easily deployed sensors and smart devices, combined with advanced analytics platforms and cloud services, has the potential to disrupt and strengthen products and services across multiple industries. Looking to the future, the amount of data produced by IoT usage is expected to hit 4.4 zettabytes by 2020, ...

No one can predict with certainty which areas of financial technology (FinTech) will lead to the next significant wave of disruption. However, there are several growth catalysts for FinTech, including the rise and practical application of artificial intelligence, distributed ledger technology, or DLT (that is, blockchain); and the wide adoption of ...

A portfolio’s asset allocation reflects an investor’s goals and temperament—the need for return and ability to withstand the financial markets’ inevitable turbulence. Over time, as the returns of higher- and lower-risk assets diverge, a portfolio can take on exposures that are inconsistent with the investor’s risk and ...

Over the past decade, exchange-traded funds (ETFs) have become popular among investors in building investment portfolios. Although sometimes portrayed as unique instruments, ETFs are overwhelmingly similar to mutual funds, from both a regulatory and a structural standpoint. They also possess important features stemming from the method by which inve...

Even as the financial markets have rallied in early 2019, recession concerns have dominated investor discussions. We continue to believe that the U.S. economy will avoid recession this year. However, economic policy uncertainty increased and financial conditions tightened significantly in late 2018 and early 2019. We explore the extent to which the...

Investors can diversify their portfolios through equity allocations to markets outside their home market. Despite this opportunity, investors on average have maintained allocations to their home country that have been significantly larger than the country's market-capitalization weight in a globally diversified equity index. This paper explores...

Direct investments for wealthy individuals and family offices can be challenging when competing with the experience, intellectual capital, and the deep network of relationships forged by a private equity firm. The good news is that the thoughtful structuring and the focused implementation of direct investment programs can help in setting private cl...

The economic impact of the tax cut peaked in October 2018 and is now fading. If a bipartisan U.S. federal budget agreement cannot be reached before the end of 2019, a $126 billion fiscal cliff awaits the U.S. economy in the 2020 fiscal year, and will begin acting as a drag on overall growth later in 2019. A review of leading indicators of economic ...

REITs’ recent strong relative performance highlights the potential benefits of having defensive, lease-based revenues, and high dividend yields in an environment of heightened uncertainty. As investors look to protect their portfolios from what may be a more challenging and volatile environment, we believe a 10-15% allocation to REITs can be ...

The inversion yield curve is widely viewed as one of the most reliable and accurate predictors of economic slowdown. The traditional warning sign has garnered significant attention and has intensified the debate on where we are at in the economy. If you follow the financial media, you have most likely been exposed to some of these deliberations. Wh...

Veronica and Greg share how investments in their donor-advised fund account have grown over the years, which has enabled them to give even more to the causes they care about.

Over the past two decades, China’s success has benefited from both external and internal factors, being globalization and domestic market-oriented reforms. Recent years saw these factors gradually changing to affect China’s growth dynamics, and such impact will continue to exist in the medium to long term. Taking a closer look at China&...