Important insights lie in the trends hidden under asset class classification of the hedge fund industry, which is expected to grow 25% annually in the next five years from $0.5 to $1.4 trillion dollars.
For most financial assets 2015 was a challenging environment, with equities seeing negative or muted performance and fixed income facing its worst year since 2013 as yields slowly moved higher in anticipation of the Fed rate hike in December.
Volatility in global equities subsided in the Fourth Quarter of 2015; however, 2016 will likely see multiple spikes due to the follow-through from low oil prices and concerns over China. Other current and fluctuating conditions of global capital markets add to the volatility.
Change is in the wind. After a challenging 2015, the investment landscape for 2016 will be defined by a new course for monetary policy and political leadership, a new primary catalyst for stocks and an altered roadmap for credit markets, and for energy. Looking ahead at these asset classes—U.S.
There is rarely any dissension over the assumption that future investment results are shaped by present-day conditions. Underpromising, or assuming future returns will fall below historic averages, may appear unduly pessimistic. Yet, adversity is best confronted when it is expected.
Matthew Brown, Founder & CEO – CAIS Michael J. Forestner, CFA, Partner and Scott Zipfel, CFA, CAIA, Principal – Mercer Investment Consulting
Wednesday, December 9, 2015
As families, family offices and advisors focus on refining their 2016 investment strategy, this is a critical time of the year to reflect on where you are pursuant to your investment goals as well as to identify where you want to go in the year ahead.
There are two reasons for including hedge funds in a traditional asset portfolio. First, their betas with respect to the S&P 500 are often substantially less than unity, which makes them attractive diversifiers.
Charles B. Grace, III, Managing Director – Family Office Exchange W. Jackson Parham, Jr., CFA, Partner, Chief Investment Officer – Eton Advisors LP
Wednesday, September 16, 2015
As a global network of families, family offices and family wealth advisors, Family Office Exchange is at the center of conversation around issues of financial relevance that impact FOX Families.
