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.
We believe recent volatility in high yield bonds is largely the result of fund flows – not fundamentals or widespread credit concerns. It is an example of inefficiency in the high yield market, as technicals are important for the short-term but fundamentals matter in the end.
The big difference between 1999, 2007, and today is the lack of a fundamental trigger to upset the apple cart. The current environment is potentially more dangerous and more durable than the prior two periods.
This white paper reviews how the new landscape of energy in the U.S. is changing the national discourse on energy independence, influencing our economic recovery and offering opportunities for discriminating investors.
Chief Investment Officer David Donabedian recaps the first half of 2014 and provides an outlook for economic activity and financial markets in the third quarter of the year.
Our Convergence thought leadership focuses on transformative technologies in the early 21st century. Insights and data shared demonstrate the significant impact these integrated technologies will have on virtually all industries and people worldwide for years to come.
The phenomenal success of Yale's endowment has been an inspiration to many investors. However, if Yale’s endowment had to pay the same taxes as individual investors, its portfolio would be constructed very differently.
The phenomenal success of Yale's endowment has been an inspiration to many investors. However, if Yale’s endowment had to pay the same taxes as individual investors, its portfolio would be constructed very differently.
Periods of economic boom and bust have been a fixture in academia. Many credit Arthur Burns and Wesley Mitchell for formulizing our present day construct of the business cycle in their 1946 book, Measuring Business Cycles.