Decades of globalization have led to the developed world relying more on foreign nations, sometimes with competing interests. The pandemic and recent geopolitical events have shifted attention to the challenges inherent to an increasingly connected world. As nations—and companies—reconsider their cross-border relationships, how does thi...
Many of the challenges the fixed income market has experienced are part of the natural long-term economic cycle. While volatility is likely to remain in 2022, diversified fixed income portfolios can benefit from the rise in interest rates and wider credit spreads.
The challenging market environment and the fear of several interest rate increases by the U.S. Federal Reserve in 2022 has led to a sell-off in global equities. Concurrently, the U.S. is facing inflation rates not seen in more than 40 years, adding to investor concerns. The Dollar's resilience continues to negatively impact Non-Dollar inve...
While many family offices stay cognizant of continued volatility as investors, they also are continuing to search for the best investments in public and private markets. This report—based on 188 family office respondents from 32 countries—provides a comprehensive picture of how family offices view the world and the key factors driving their investm...
Three years since the inception of the COVID pandemic, market adaptation remains a work in process. Inflation and monetary policy drive daily volatility, but additional risks could arise. Despite volatility, major indices have experienced gains that are consistent with longer-term trends.
Given the distress in the financial system and high-profile bank failures, many emerging companies may be asking themselves: “Why am I holding so much cash?” The Investment Company Act of 1940 may be to blame.
After the Silicon Valley Bank (SVB) collapse marked another bank failure, it triggered questions regarding the various considerations and options for holding short-term funds. With this reference chart, see the comparisons that show the characteristics of demand deposits with government securities and various money market funds as cash managem...
The rapid downfall of Silicon Valley Bank (SVB) set off a wave of uncertainty and fear in the markets. Actions have been taken to provide relief for SVB depositors and the global markets, including the FDIC taking control of the bank. Although SVB was unique, the potential ripple effects both to the economy and the banking sector are meaningful.&nb...
As a general counsel in the Family Office space, Nate Christensen speaks on the growth of direct investing by family offices, the competitive advantages and challenges for them, and advice for family office offices and those working with them. Nate also shares thoughts on how family offices are leveraging their own edge in direct investing. Hear mo...
While investor attention is on the Fed, changes at the Bank of Japan might bring shifts to the economic environment, impacting the global markets.
For the wealth management advisors who have adopted a consultative approach over a transaction advice model to manage their client wealth, the Investment Policy Statement (IPS) is the crucial link between a client’s investment objective and how an advisor will manage the client’s portfolio on a day-to-day basis. Given the growing investab...
As China eases its zero-COVID policy, it should see more foreign direct investment (FDI) inflows. Still, Asia ex-China stands to benefit from supply-chain diversification efforts, particularly in select labor-intensive manufacturing sectors. With the current state and other FDI factors, there are four reasons emerging markets debt investors may wan...
Deal-making has been up and down in the M&A market from 2020 to today, creating a state of uncertainty against the backdrop of rising interest rates, inflation, and geopolitical strife that continues to roil the economy and markets. But with plenty of dry powder available, deals are expected to return to more normal pre-pandemic levels in 2023....
As traditional oil and gas companies face a range of challenges, including the emergence of alternative and renewable technologies, investors must find new ways to navigate the energy transition. For large-scale investors like endowments and foundations, investing in energy is both a challenge and an opportunity that demands a whole new approach.
Given the high-profile nature of some startups raising money through misrepresentation and in certain cases fraud—resulting in significant losses for their investors—there has been a call for increased scrutiny and new regulations. What are the implications of such proposals and how may they affect investment firms’ obligations to...