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Russell Investments’ 2022 Global Market Outlook – Q3 update: Fear of the known

June 30, 2022

Recession fears and central-bank tightening are driving market volatility. Equity markets are oversold and US core inflation has likely peaked. This should help markets stabilise and possibly recover over the second half of 2022, says Andrew Pease of Russell Investments.

Recession fears and central-bank tightening are driving market volatility. We think equity markets are oversold, and believe US core inflation has likely peaked. In our view, this should help markets stabilise and possibly recover over the second half of 2022.

FB Roundup: Leonardo Del Vecchio, Barry Hearn, Henry Cheng Kar-shun

June 27, 2022

In this week’s FB Roundup, EssilorLuxottica chairman Leonardo Del Vecchio passes away aged 87; Barry Hearn and son are set to receive a £150 million windfall from Matchroom Sport stake sale; and Henry Cheng's family office bids for control of clothing retailer Giordano.

EssilorLuxottica chairman Leonardo Del Vecchio passes away aged 87
Leonardo Del Vecchio, the chairman of spectacles maker EssilorLuxottica and owner of iconic sunglasses brand Ray-Ban, has died aged 87.

“EssilorLuxottica sadly announces today that its chairman has passed away,” the group said in a statement, adding that the board would meet soon to “Determine the next steps”.

Venture capital: Ensuring meaningful impact and return on investment

June 23, 2022

Strategic leader Hanadi Jabado talks about how her impactful investment strategy can do good and do well.

Hanadi Jabado is a passionate advocate for entrepreneurship and innovation. When she relocated to the Cambridge ecosystem, her exposure to the best of tech in Europe allowed her to develop a skill for understanding and explaining the needs of early-stage ventures. With successful investments across diverse sectors, she has since seen many startups go on to great things.

Does exposure to unlisted infrastructure benefit the average portfolio?

June 21, 2022

The potential for uncorrelated, income-driven returns and structural inflation protection are two reasons why an allocation to unlisted infrastructure should be considered [1]. However, there are several practical challenges facing investors to build and maintain a well-balanced, diversified infrastructure allocation that is appropriately positioned to harvest the benefits of the asset class.

FB Roundup: Warren Buffett, Harold Hamm, Ronald Perelman

June 21, 2022

In this week’s FB Roundup, Warren Buffett donates $4 billion to charity; Harold Hamm aims to take oil group Continental Resources private; and Ronald Perelman sees big losses as Revlon faces bankruptcy.

Warren Buffett donates $4 billion to charity
Legendary investor and philanthropist Warren Buffett is staying true to his pledge to give away nearly all his personal fortune – valued at $93.4 billion, according to Forbes – with a $4 billion donation to the Bill & Melinda Gates Foundation and four other family charities.

Navigating a new world disorder

June 20, 2022

Investors face one of the most complex market environments in history, says Ruffer LLP investment director Alexander Chartres.

Investors face one of the most complex market environments in history.

Simultaneous shifts in the global energy system, geopolitics, demography, technology and much else besides promise a more inflation-prone and volatile world ahead. This brings with it elevated risks, but also potential rewards.

Amidst all the uncertainty, this presentation from Ruffer LLP Investment Director Alexander Chartres will examine what investors can have conviction about.

Breakout session with Benoît Dubuis

June 20, 2022

Professor Benoît Dubuis, president of the Inartis Foundation, executive director of Campus Biotech, and chair of the 32nd MedTech Investing Europe Forum, talks to Campden FB about promoting innovation and supporting entrepreneurs.

As president of the innovation-promoting non-profit Inartis Foundation and executive director of Swiss life-sciences hub Campus Biotech, Professor Benoît Dubuis knows a thing or two about fostering interactions between visionaries and investors.

David G. Wilson: Breaking the third-generation curse

June 16, 2022

In an exclusive interview with Campden FB, David G. Wilson talks about growing up in the family that created the James Bond movie franchise and how he’s pushing things forward into gaming, Web3, the metaverse and beyond – cementing his reputation as an astute custodian of the family wealth.

As the 'shirtsleeves-to-shirtsleeves curse’ would have it, 70% of ultra-high net worth families lose their fortune by the second generation, while an astonishing 90% squander it by the third generation. That’s a lot of hard-earned inherited wealth misplaced due to poor preparedness and lack of vision.

FB Roundup: Mukesh Ambani, Joe Tsai, Patrick Drahi

June 14, 2022

In this week’s FB Roundup, Mukesh Ambani makes a £5 billion bid to buy Boots; Billionaire Joe Tsai invests millions in Just Women's Sports; and Patrick Drahi’s proposed takeover of BT is expected to be blocked by the UK government.

Mukesh Ambani makes £5 billion bid to buy Boots
Indian billionaire Mukesh Ambani has teamed up with American private equity company Apollo Global Management to make a £5 billion tender for the UK pharmacy retail giant Boots.

Ambani, who is the richest person in Asia and the seventh richest in the world (according to Forbes), has been working on a potential buyout for the high street chain since April through his Reliance Industries firm and is now placed for a formal takeover.

The Bank of England’s inflation forecast looks like a triumph of hope over reality

June 10, 2022

Who’d be a central banker today? Once, they were the masters of the universe, bravely slaying the dragon of inflation and slashing interest rates to save the economy in times of peril. Today, they seem powerless to control inflation, says Ruffer LLP’s investment director Steve Russell.

Who’d be a central banker today? Once, they were the masters of the universe, bravely slaying the dragon of inflation and slashing interest rates to save the economy in times of peril.

Today, they seem powerless to control inflation. Fearful of raising interest rates too far, they issue hollow calls for wage restraint. No wonder Andrew Bailey, Governor of the Bank of England, admitted to MPs recently that “It’s a very, very difficult place for us to be in.”