Four investment “styles” – Value, Momentum, Carry, and Defensive – have emerged as compelling sources of alternative returns, backed by economic theory and decades of data across geographies and asset groups.
Corporate growth and strong capital markets (i.e. stock market, banking system) have been our engines of progress, but we are to a point where those engines have created, or at least contributed to the critical issues we face today like income inequality and environmental sustainability.
As tax rates on the wealthy have begun to go up again, taxpayers have begun to take a second look at the few legitimate tax shelters still available, and this has renewed interest in investing through insurance dedicated funds (IDFs).
Socially responsible investing now encompasses more than $3 trillion of the total U.S. investment marketplace. This approach to investing is evolving as it grows.
In this sixth survey of investor attitudes and behaviors since 2008, FOX finds families incrementally increasing their tolerance for risk. Looking ahead, respondents listed emerging markets, private equity and non-core credit strategies as the top three investment opportunities for 2013.
FOX created this survey in January 2012 to collect and compare the 2011 investment performance and 2012 economic outlook of the members of three FOX council groups. The survey captured data from 32 offices.
In this fifth survey of investor attitudes and behaviors since the advent of the financial crisis in 2008, FOX finds that families are feeling more confident about their investments and the economy but seem to be adjusting their investment philosophy and asset allocation to ensure greater liquidity.
