Networks - Investment Strategy

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.

Bruce D. Simon, Ballentine Partners
Thursday, January 3, 2019

The Democrats regained control of the House of Representatives, and the Republicans added to their majority in the Senate. The prospect of a divided Congress, especially in the current hyper-partisan era, is likely to mean very little new legislation enacted in the next two years.

Andrew Hacker, Ballentine Partners
Friday, March 29, 2019

Professional investors have long touted the benefits of investing globally in order to expand the opportunity set and diversify the portfolio beyond home country borders. However, investors have largely overlooked a more attractive subset of international equities: small capitalization stocks.

Paul Chew, Signature Family Wealth Advisors from Brown Advisory
Friday, March 29, 2019

While hosting a daily morning meeting, Paul Chew at Brown Advisory was asked: What are the most important lessons you learned from managing through the technology bubble in 2000-2001 and the financial crisis of 2008-2009? Circling back to the question and to his early career when he was

Christopher C. Chandler and Bruce D. Simon, Ballentine Partners
Tuesday, March 5, 2019

Hedge funds have disappointed investors for almost a decade; even before accounting for fees and taxes, results have trailed a traditional 60 equity/40 bond balanced portfolio over the 10-year period ending in December 2018.

Roy C. Ballentine, Ballentine Partners
Thursday, January 3, 2019

Studies have shown that investors who engage in market timing must achieve a minimum of 70% accuracy in predicting market moves. Even the best “market gurus” who engage in market timing fell far below that level.

Bruce D. Simon, Ballentine Partners
Tuesday, March 19, 2019

As an investor with assets primarily in the United States, you are probably weary of following the trials and tribulations of the Brexit drama in the United Kingdom.

Bruce D. Simon, Ballentine Partners
Thursday, February 21, 2019

The stock market’s dramatic recovery so far in 2019, after a dismal fourth quarter of 2018, has left many casual market observers wondering “What changed”? U.S.