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investment

August 30, 2022

The ‘Curse of bigness’ is back: wealth and power are once more concentrated in just a handful of companies, says Laetitia East of Ruffer LLP.

The ‘Curse of bigness’ is back: wealth and power are once more concentrated in just a handful of companies [1].

President Theodore Roosevelt was hailed for dismantling the powerful monopolies which emerged from America’s industrial revolution. Does his trustbusting provide a blueprint for what investors can expect from a revitalised antitrust movement on Capitol Hill?

A new private investment model: Where families, capital and prosperity intersect

August 30, 2022

Families and family offices are searching for new investment models that better align their return profiles with their value sets, says Hendrik F. Jordaan, president of One Thousand & One Voices Management.

Families and family offices are searching for new investment models that better align their return profiles with their value sets. Increasingly, family offices are seeking to leverage the multiple material competitive advantages they hold over institutional investors for superior investment opportunities. Many family offices are fortifying their strategic alliances with other family offices, cross-leveraging their respective skillsets and unlocking greater collective value.

Mission Possible: Securing the future of food

August 22, 2022

This year, the global population surpassed eight billion people. The extraordinary population growth over the past century has relied upon, and been enabled by, the birth of vast industrial farming systems. Food, on aggregate, is plentiful. Yet today, the dual issues of food security and sustainability loom as large as they have done in the post-industrial era. These megatrends present sources of both investment risk and opportunity, says Harry Sevier of Ruffer LLP.

This year, the global population surpassed eight billion people.

The extraordinary population growth over the past century has relied upon, and been enabled by, the birth of vast industrial farming systems. Food, on aggregate, is plentiful. Yet today, the dual issues of food security and sustainability loom as large as they have done in the post-industrial era. These megatrends present sources of both investment risk and opportunity.

The benefits of a co-investment strategy

August 20, 2022

Co-investments are a natural complement to fund investments and provide a range of benefits for investors, including greater flexibility and control over capital deployment, higher return potential with earlier liquidity than fund investments and much more, says private markets investment platform Titanbay.

Co-investments are a natural complement to fund investments and provide a range of benefits for investors, including greater flexibility and control over capital deployment, higher return potential with earlier liquidity than fund investments, and much more. Private markets investment platform Titanbay are delighted to announce the launch of this programme and invite you to find out more here.

The next generation of work

July 21, 2022

KPMG’s Tom McGinness asks are family businesses role models for the future of work?

At the height of the pandemic, talent risk jumped 20 places in the 2020 KPMG CEO Outlook Survey [1], to become one of the leading threats to long-term growth. It was the first time in the history of the survey that the “People agenda” was seen as an urgent C-suite priority.

Why private equity markets are maintaining long-term appeal

July 21, 2022

What does the current environment mean for the long-term appeal of private markets? In this article, Titanbay considers recent research into investor sentiment towards private equity and more.

What does the current environment mean for the long-term appeal of private markets? In this article, Titanbay considers recent research into investor sentiment towards private equity and more. You can find more Titanbay insights here.

Proposed tax concessions for family offices in Hong Kong

July 20, 2022

Hong Kong’s low tax rates along with comprehensive infrastructure, little government interference and substantial available capital make it attractive to potential investors, including family offices, and thus competitive with other countries in the region, says Christine Ho, deputy global head of FamilyOfficeHK at Invest Hong Kong.

On April 4, 2022, the Financial Services and Treasury Bureau (FSTB) submitted a paper for discussion to the Legislative Council Panel on Financial Affairs on the subject of Proposed Tax Concession for Family Offices. The objective of the proposed tax exemption is to provide tax certainty to ultra-high-net-worth individuals and their family members who hold assets via investment holding vehicles in order to attract family offices to set up and operate in Hong Kong.

The tide of liquidity is turning faster than many investors anticipate

July 15, 2022

It is hard to overstate how far free and unlimited central bank liquidity has rewired the financial system. As central bankers extract themselves from the monetary rabbit hole they have burrowed their way into, the damage to traditional portfolios is likely to be considerable, says Jamie Dannhauser of Ruffer LLP.

This tightening of monetary policy is happening because inflation has returned – with a vengeance. Central banks are lifting short-term interest rates at a brisk pace. But there is an additional danger for liquidation-prone markets: quantitative tightening (QT).

Report reveals that family office participation in venture continues to grow

July 13, 2022

Silicon Valley Bank and Campden Wealth’s report, Family Offices Investing in Venture Capital, July 2022, finds that family office participation in venture continues to grow despite macro concerns.

The results of an exclusive report by Silicon Valley Bank and Campden Wealth found that family office participation in venture continues to grow despite macro concerns.

Private equity — An integral part of the global economy

July 4, 2022

“Private equity forms the major part of the economic fabric of many developed countries. Therefore, it shouldn’t be viewed merely as an alternative asset, but rather a building block in the constitution of a portfolio – much like bonds,” says Edouard Nouvellon, founder of European financial consultancy Risk Return.

Private equity-backed companies are a vital part of the economy and a significant driver of economic growth. In France, for instance, 120 of the most promising startups are doubling their turnover every year, according to consultancy firm Roland Berger. By contrast, companies in the CAC index are growing at just 3% a year on average.