Slowing population growth is a global phenomenon. From this research report, learn how to establish a framework by which to understand the dynamics between demographics and economics, along with the likely effect on economic growth and financial markets in the coming decades.
It’s no secret that artificial intelligence (AI) is a pivotal force in the current technological transformation. But as Vanguard Global Chief Economist Joe Davis explains and as their research on AI, demographics, and the U.S. economy suggests, it may not be wise to focus solely on tech stocks for investment outperformance. In this discussion ...
The year 2024 is now in the history books, marking three notable market highlights: a very good year for U.S., the AI gold rush broadening to other industries and sectors, and a surprisingly tough year for U.S. bonds. Looking ahead to what’s next in 2025, Chief Investment Officer Pete Chiappinelli of Ballentine Partners sees thirteen areas for inve...
Amid evolving global dynamics, emerging market corporate debt offers ample and compelling investable opportunities. The diversity of the asset class gives investors a wide spectrum on which to effectuate their views and investment strategies. But investors should navigate with caution and take note of the five themes that will have a notable impact...
The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...
The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...
FOX will review takeaways from the annual investment survey and expectations for risks and opportunities in 2024 & 2025. As a case study, we will also briefly review similar data from family offices in China and assess member sentiment as we close out 2024. Attendees will: Understand and walk away with key findings from the FOX&nbs...
Join FOX team members for opening Forum remarks, updates on the year to come, and a sneak peek into preliminary Global Investment Survey results. David Toth, President of Membership, FOX
The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and performance decisions. The year the report summarizes the impact of COVID and how families developed new strategies to adapt and achieved greater discipline in decision-making. The report...
The good fortune of high productivity growth and a surge in available labor has propelled the U.S. economy, while other economies have been less lucky. A key risk to the U.S. outlook is the potential waning of the positive supply-side factors, though expansionary fiscal policy may cushion any negative impact on growth as the era of sound money...
Emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories. However, expectations of higher U.S. interest rates and a stronger dollar are likely to challenge EM currencies and investor sentiment in 2025, and the 2024 U.S. election introduced a new layer of uncerta...
In this FOX webcast, Phillip Nelson, Partner and Director of Asset Allocation, and Stacey Flier, Principal and Senior Consultant, NEPC Private Wealth, reviewed NEPC’s Key Market Themes and discuss how those Themes are influencing recommendations to private wealth clients regarding portfolio positioning.
Real Vision Group CEO, Raoul Pal, will examine how the last 100 years of fiscal and monetary policy are converging with exponential technologies to create one of the most unique and unpredictable investment landscapes since WWII. The discussion will cover the global macro investing backdrop and the outlook on growth vs. value, as well as the invest...
Typically, investors focus on more traditional asset classes, like stocks and bonds, where information is often readily available and digestible. Sometimes, however, sophisticated qualifying investors increase their capital allocations to private markets for reasons they believe are compelling enough to make it worth taking the risk. This primer wi...
Investors should not design portfolios to survive markets on average, but rather to survive every day and, most importantly, the worst days. As Benjamin Graham said, “the essence of portfolio management is the management of risks, not the management of returns.” At the core of a robust portfolio construction framework is to take a risk conscious ap...