Search Results

Dealing with COVID-19 remains an uphill slog. However, markets have demonstrated a mixture of confidence and belief. But a V-shaped recovery is not expected. For an investor, this means being realistic about return expectations while being aware of the long-term issues underpinning markets. Inside this report we look at the economic outlook as glob...

During COVID-19 it’s important that successful individuals and families know what their current day risks are and how they can be protected. In breaking down some of those risks—from preserving million-dollar art collections to mitigating cyber attacks and reviewing your insurance plan—you can implement a plan that adjusts to...

Diversity of perspective is a key element in deciding how to balance business risks and opportunities. For investors, companies, and employees alike, diversity makes a difference—but it takes data to know how much work is ahead. When data is available and accessible, companies manage the issue more closely and show some progress. Compani...

The COVID-19 epidemic has shown the effectiveness of home-working and has disrupted traditional work methods, accelerating the deployment of remote working. Will this lead to a downward trend on the office market? In this podcast, an analysis of various factors reveals insights gleaned from a case study on the Paris region.

Society is facing an unprecedented time of anxiety, and more now than ever, families of wealth are concerned about both their financial and personal well-being. A panel of experts share their insights on how advisors can help their family clients find balance during unbalanced times and establish calm—from updating the estate plan to easing t...

Financial services (FS) companies made a high-speed switch to home offices and kitchen tables in March 2020 when COVID-19 forced widespread lockdowns around the world. In a survey of 50 executives and 144 employees, the results clearly show that FS executives are committed to making remote work more manageable for their employees and that these arr...

Having learned hard lessons from past crises, CFOs acted quickly during COVID-19 to conserve cash and contain costs. Yet short-term cost-cutting alone won't be enough to enable companies to emerge stronger from the COVID-19 crisis. To emerge stronger, you should redirect costs to the right growth drivers. Resetting costs and reshaping businesse...

Regardless of the sector, nearly every healthcare organization has made significant investments in technology, as data and computing became essential in the healthcare setting during the COVID-19 pandemic. In addition to the pandemic, healthcare IT saw an uptick in M&A activity in certain sub-sectors. For those looking at potential investm...

2020 was a chaotic year for many industries and the COVID-19 pandemic created a host of challenges for providers in the home health and hospice space. For investors and business owners in that space, the year ended with robust M&A activity in the hospice sector while the home health M&A activity remained dormant. Looking at the trends and c...

The bickering and partisanship in Washington today has both national and international implications. What is motivating this divisiveness and what is the likelihood of notable improvement in the future? Mark Halperin, best-selling author, senior editor at TIME and sought after political commentator, shared his insights on the consequences of the st...

Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence security prices. In this 2012 FOX Fall Forum session, Hunt examined the impact of European and US monetary and fiscal policy on world markets.Some key takeaways:In the middle of a global s...

Council on Foreign Relations President Richard Haass' keynote address at the 2012 FOX Fall Forum looked at how to prepare younger generations to succeed in a more global world.Some highlights:Globalization is the defining feature of our time and yet Americans know less about the world than ever before. The United States must set national stand...

Real estate has always been a tax-advantaged investment class, especially in the U.S. where rules allow you to shelter income or cashflow through depreciable losses and other mechanisms. For the investors who want deeper insights into all aspects of their real estate investments, they see how technology is transforming their abi...

The stakes are high: climate change is creating an urgent need for a lower-carbon economy, and the Biden administration will face the daunting challenge of reigniting the U.S. economy in the wake of the pandemic, and energy may be a critical catalyst of that recovery. Dr. Daniel Yergin—a leading global authority on energy, economics and geopo...

Thinking that you have to trade off financial performance and sustainability is a “false dichotomy” and a “ridiculous mindset,” according to Alan Jope, CEO of Unilever, one of the largest consumer goods companies on the planet. In this episode, Jope shares his visions and the actions taken to make them a reality: creating an...