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November 17, 2021

Families in Asia-Pacific are leading the world at their pace of establishing and evolving family offices as their wealth rockets, the need for succession plans becomes acute and investment returns outperform North American and European family office peers.

Families in Asia-Pacific are leading the world at their pace of establishing and evolving family offices as their wealth rockets, the need for succession plans becomes acute and investment returns outperform North American and European family office peers.

October 1, 2021

The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.

The Covid-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening.

Amid this backdrop, our outlook favours equities over bonds, the value factor over the growth factor and non-US stocks over US stocks.

Key market themes

October 1, 2021

In the world of investment, there are few things everyone can agree on. You’re either a bull or a bear, a dove or a hawk, for or against.

In the world of investment, there are few things everyone can agree on. You’re either a bull or a bear, a dove or a hawk, for or against.

If there’s one thing investors do know for sure—it’s that bonds and equities can be used in combination to achieve a ‘balanced portfolio’.

At the simplest level, this means building portfolios with some equities for the good times, and bonds for the bad. Typically, in a 60/40 split.

September 17, 2021

More resilient first-generation wealth holders in China, lagging behind global peers in formalising their inheritance plans, are opening family offices to train and support their solitary “ill-equipped” next generation successors in wealth preservation, investments and philanthropy.

More resilient first-generation wealth holders in China, lagging behind global peers in formalising their inheritance plans, are opening family offices to train and support their solitary “ill-equipped” next generation successors in wealth preservation, investments and philanthropy.

August 10, 2021

Is the global economy’s uneven recovery leading to more opportunities for equity managers? The answer: Yes, according to our latest quarterly report on equity managers.

Is the global economy’s uneven recovery leading to more opportunities for equity managers? The answer: Yes, according to our latest quarterly report on equity managers.

July 12, 2021

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

May 20, 2021

Over the past five months investors put more money into equity funds than in the previous twelve years combined. It’s easy to see why.

Over the past five months investors put more money into equity funds than in the previous twelve years combined. It’s easy to see why.

There is a lot of spare money around. Central banks have flooded the economy with support and generous government subsidies have filled the gap for millions of individuals. Those who could, saved.

April 28, 2021

Inflation is in the news again. Many prices are rising even before we can physically get out and spend, and governments are pouring vast amounts into the economy.

Inflation is in the news again. Many prices are rising even before we can physically get out and spend, and governments are pouring vast amounts into the economy.

Whichever side of the inflation debate you are on, it makes sense to assess the impact inflation could have on portfolios. Most of today’s investors have never seen meaningful inflation in the whole of their professional careers. So, as we emerge from lockdowns and pent-up demand meets ongoing supply constraints, we consider how different asset classes might fare if inflation does return.

April 21, 2021

In lockdown, I have been watching the blockbuster Deutschland 89. There’s a moment in the hours before the fall of the Berlin Wall when the top-dog commissar considers whether to shoot himself—but a little piece of hemp consoles him with the thought that times of change are times of opportunity, times that bring up new winners.

In lockdown, I have been watching the blockbuster Deutschland 89. There’s a moment in the hours before the fall of the Berlin Wall when the top-dog commissar considers whether to shoot himself—but a little piece of hemp consoles him with the thought that times of change are times of opportunity, times that bring up new winners.

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