FOX serves the investment needs of wealthy individuals and family offices by providing educational resources, peer networking opportunities, and proprietary research to help investors make better investment decisions for their families.
The combination of improving economic data, stronger corporate earnings, and, particularly, potential policies from the Trump administration has created a heady brew for domestic equity markets. Even stocks abroad are posting robust returns.
The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustainable partnerships and how to make them productive.
Drive anywhere outside of a major metropolitan area, and you will find roads and bridges in need of serious repair. Talk to business owners, and they will tell you how the difficulty of moving goods from where they are produced to where they are sold hurts their margins.
Kristi Kuechler President, FOX Private Investor Center – Family Office Exchange
Tuesday, February 7, 2017
This webinar gave an overview of how family offices have been “chasing Yale” in pursuit of double digit portfolio returns. We shared asset allocation trends across family offices and highlight the significant ways that family offices differ from institutional investors.
After a sharp stock market rally that ensued immediately after Trump’s come-from behind victory, financial markets have moderated as the realities of governing in the real world have begun to sink in.
Looking in the rear view mirror on the global markets—including the resurgence of populism, the Fed’s annual rate migration, and portfolio positioning—another up year is in the books for U.S.
Governments and individuals now have to deliver on the promises that they have made. In other words, the rhetoric of last year has to be translated into policy and investment reality.
The U.S. president-elect’s victory and the Italian’s declination of reform in the waning months of 2016 was a final crescendo for a central theme of 2016, populism.
