Networks - Investment Strategy

2018 was a tough year for investors, with most major asset classes finishing with flat-to-negative returns for the calendar year. Worries over monetary policy, economic growth, and trade wars are largely responsible for 2018's dismal results.

Cannabis and industrial hemp are projected to be large disruptors across many industries that include agriculture, construction, energy, textiles, and law. The industry is also moving at an accelerated pace and has opened up global investment opportunities.

Volatility has returned to risk asset markets and has investors asking: “Is this time different or is something else afoot”?

Emotions and behaviors can derail a sound investment approach, especially during periods of volatility.

Private investments, particularly private equity and venture capital, have provided the strongest relative returns for decades. For families with multigenerational wealth, they may be particularly well positioned to consider allocating 40% or more of their assets to private investments.

In response to the proliferation of new private credit strategies and managers, a new set of benchmarks was developed to help limited partners (LPs) assess the performance of new and existing fund managers (general partners or GPs).

Investors who utilize Section 1031 (aka “Like-Kind”) Exchanges for the tax benefits they provide should consider a new option for sheltering real estate capital gains: Qualified Opportunity Zone Funds (QOZF).

The Tax Cuts and Jobs Act of 2017 created a new tax incentive, the Qualified Opportunity Fund (QOF), designed to encourage long-term investment in low income communities.