Networks - Investment Strategy

Cresset
Wednesday, April 24, 2019

An increasingly popular way to reduce taxes generally is to invest in Qualified Opportunity Zones (QOZs), but little is discussed about how QOZs can be utilized to shift appreciation of wealth over time to future generations.

Asset Consulting Group
Friday, April 19, 2019

Qualified Opportunity Zones (QOZ) offer taxable investors the potential for deferral of existing gains and tax-free growth. Though the basic provisions of the tax incentive are known, the rules remain unclear and regulatory risks persist.

Asset Consulting Group
Thursday, April 18, 2019

Discussions between the U.S. and China regarding trade and tariff issues remain fluid. Markets are increasingly optimistic that an agreement between the two countries can help restore globalization trends, but protectionism could still weigh on growth.

Ian Kilcullen, Key Capital Private
Thursday, April 18, 2019

Passive investing began to gain traction following the 2008 financial crisis, with the trend reflecting the view that the higher fees of active managers would exceed the excess returns that they were able to generate.

North Sky Capital
Tuesday, April 16, 2019

It has been a great start to 2019 in the marketplace, beginning with impact investors making strong returns. Next, notable companies are being acquired or completing IPOs. Opportunity Zones are a hot topic, and many investors have been asking about an OZ fund.

Ryan Cotton, BMO Family Office
Tuesday, April 9, 2019

Private markets investments remain poised to play an increasingly important role in the portfolios of individual and family investors seeking the compelling long-term outperformance and diversification characteristics of the asset class.

David Baron, Ashim Mehra, and Eric Guzman, Baron Capital
Tuesday, April 9, 2019

There is a lot to like in the Consumer Discretionary sector, particularly for investors in search of companies with significant growth opportunities and sustainable competitive advantages. With millennials currently representing over a quarter of the U.S.

NEPC
Friday, April 5, 2019

There is not a lot of data to call upon to glean the performance of direct private investments; however, based on a large, robust study focused on institutional investors, family offices should know that the performance of this type of investing has been mixed at best.

Christopher Hancock, Signature Family Wealth Advisors from Brown Advisory
Friday, April 5, 2019

Global investors need to have an open mind. At any given time, many countries and markets around the world may appear to be rife with risks and problems, and yet in many cases, these countries may also offer sources of return that may not be evident at first glance.

Asset Consulting Group
Thursday, January 24, 2019

Despite ongoing discussions meant to defuse tensions and a 90-day “truce” between U.S. and China, the trade tariff issue has not gone away. Well-entrenched globalization trends are unlikely to be reversed, but protectionism could weigh on growth. Other global and non-U.S.