Networks - Investment Strategy

Thomas Bohjalian and Jon Cheigh, Cohen & Steers
Wednesday, June 5, 2019

Contrary to the benefit that investors have historically achieved with corporate private equity investments, private real estate funds have generally not succeeded in delivering a return premium.

Matt Hougan, Global Head of Research – Bitwise Asset Management
Wednesday, June 5, 2019

There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions like Yale, Harvard, and MIT investing -- there must be something real there.

Wednesday, June 5, 2019

The IRS released its second set of proposed regulations under Internal Revenue Code, Section 1400Z-2, Special rules for capital gains invested in opportunity zones.

Rockefeller Philanthropy Advisors
Monday, June 3, 2019

The Global Impact Investing Network’s Annual Impact Investor Survey 2018 reports that zero percent of the respondents’ $228 billion of assets under management were invested in Arts & Culture.

Neal Rosenberg, Baron Capital
Thursday, May 30, 2019

Companies are starting to take notice of the increasing numbers of pet owners prepared to invest in their pets' health. Driving much of this growth is a secular shift referred to as the "humanization of pets," where pets are viewed as members of their pet owners' families.

Family Office Exchange
Thursday, May 30, 2019

The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year.

Asset Consulting Group
Tuesday, May 28, 2019

The rhyming market maxim “Sell in May and Go Away” describes the phenomenon that stocks have historically underperformed between May and October, and that investors are better off being out of the stock market and in bonds or cash during the summer months, only to return to risk-seeking assets fo

Bruce D. Simon, Ballentine Partners
Thursday, May 23, 2019

President Trump’s renewed interest in raising tariffs on Chinese imports from 10% to 25% has set off a round of retaliation from China who will strike with its own tariff hikes on U.S. imports.

Thursday, May 23, 2019

Today, the state of the economy, add-on acquisitions, and industry diversity are just a few issues at the forefront of the private equity industry.

Paulina Cromwell, CFA, Product Manager – Family Office Exchange
Wednesday, May 22, 2019

This year, FOX included a values-aligned investing chapter in our Global Investment Survey for the first time. We gathered deep, meaningful data on responding families and look forward to sharing it with you.