Search Results

The Russian Ruble has collapsed. Its economy appears to be headed into a recession. Oil prices have plunged. The US Dollar (USD) has surged. Emerging markets debt has grown significantly since the “Great Recession.” Are we on the verge of a repeat of 1997 and 1998 when we saw a surge of defaults by the countries collectively called...

Altantic Trust Private Wealth Management provides insight into the financial markets in its Economic and Investment Overview for the second quarter of 2014, some highlights include:- Economy: Mostly good newsU.S.: Q1 likely weakest quarter of the year. 3% real GDP growth expected for full year.- Policy: Fed action unfolding as expectedFed policy re...

In this market forecast, Atlantic Trust discusses presents the issues that will have the most impact on the financial markets over the next 12 months, including: The EconomyU.S. is posting impressive growth as the expansion broadens.Many other countries are struggling with too little growth, too much inflation or both.The collapse in oil pri...

This thoughtful paper provides a historical perspective of the Hedge Fund markets performance in varying economic clients and relates what has been learned in the past to the current market conditions since the Recession of 2008.

The 2008 US Credit Crisis that resulted in the European Banking and Sovereign Crisis exposed major weaknesses in banking regulation and oversight. The reaction from policymakers and market participants set about sweeping reforms that will permanently alter the system as we know it. This paper discusses the massive regulatory change that will create...

This executive summary examines economic data for the U.S. Economy, Global Economy, Bonds, U.S. Equity Market, International Financial Markets and the state of Alternative Investments for the second Quarter of 2014.

Generative artificial intelligence (AI) is a rapidly evolving field that has the potential to revolutionize many industries. This powerful technology uses deep learning algorithms to create new and original content, ranging from text and images to music and 3D models. As a result, generative AI has garnered the attention of investors looking to cap...

There have been a number of significant rulings in the U.S. Tax Court and the U.S. Supreme Court this year regarding charitable contributions, the Report of Foreign Bank and Financial Accounts (“FBAR”) as well as Form 5471 – Information Return of the U.S. Persons with Respect to Certain Foreign Corporations. In this FOX webcast, specialists from...

In 2022 Dr. Jamie Weiner published The Quest for Legitimacy: How Children of Prominent Families Find Their Place in the World, a collection of qualitative research modeling rites of passage, pathways to individuation, creating trusted partnerships, and addressing family dynamics. Similarly, in 2022 FOX has conducted focus groups and a rising gen st...

Join FOX for a 2023 global economic update from NEPC’s Head of Asset Allocation, Phillip Nelson. Phillip will highlight the key investment themes of 2023 and the new trends challenging the behavioral biases investors have been conditioned to expect over the last decade. He will provide commentary on the market outlook for public and private markets...

Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. ​This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prep...

Family Businesses in the United States fuel the country’s economic engine. Research shows Family Businesses employ 59% of all US workers and generate 54% of GDP, (“2021 Contribution of Family Businesses to the US Economy”; Piper and Astrachan provided by FEUSA), yet they face challenges from Congress each day. Join Pat Soldano, Family Enterprise...

FOX’s Chief Learning Officer, Mindy Kalinowski Earley, explains how and why family education is an essential component that supports family cohesion and the transfer of wealth and legacy through generations. During this session she walks viewers through the newly released FOX Family Learning Handbook, filled with a roadmap of tools that will assist...

One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Gaby Griffin, the Market Leader for Business Owners and Family Office Executives at FOX, and Jonathan Tunner, the Director of Private Investment Opportunities at FOX, will share the key themes that emerged from this year’s annual Global I...

FOX experts took a look back at the events of 2020 and discuss their implications for 2021. Sara Hamilton, CEO & Founder, Glen W. Johnson, Chief Operating Officer, and other FOX experts reviewed the top 10 family office trends they see gaining steam in the new year.