In this uncertain environment, it is critical for investors to know what they own, have a strategy within their portfolio, and are diversified in their holdings. Most importantly, they should take advantage of the income that is there right now.
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.
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.
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.
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.
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 d
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.
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.
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.
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.
