This paper outlines a new core investment strategy for equity investors by combining three themes into one overall process that provides higher reward per unit of risk and a significant reduction in extreme risk/losses.
The author discusses long-term investing for the wealth expansion portfolio – assets available after shorter-term needs are met – to capitalize on medium-term market dislocations and opportunities as well as longer-term economic, social and geopolitical trends and themes. Trends from the past 25 years are discussed as well as five investment themes for the decade ahead.
Families that marry the strength of individualism with a more inclusive, long-term mindset can capture the best of both worlds. They can improve on a traditional foundation with diversified business interests and strategically populate affiliated ventures with members of the extended family.
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This case study looks at four family members aged 16-23 encouraged by their father to engage more deeply in the family's philanthopy. The report outlines the process the family members went through and lists seven key success factors.
Certain signals suggest that individuals are prepared to return to higher risk, higher reward markets. The combination of conditions in bond markets and the long-term outlook for the global economy have some analysts calling for what has been coined ‘The Great Rotation’ – a transformational shift of capital from bond funds to equity funds.
This study finds many companies still using divestments as a short-term tactical tool, often to raise cash or pay down debt. That’s no surprise given the difficulties many businesses have faced in terms of cash and credit since the financial crisis. However, in this prolonged period of low growth, divestments are likely to play a more strategic role in how global companies navigate uncertainty, meet their corporate objectives and create value for their stakeholders.
This study finds optimism returning to Europe’s real estate industry. Sentiment among industry leaders about the prospects for their businesses is more positive than at any time since 2008, despite the uncertain macroeconomic outlook. Equity for investment in prime commercial real estate is expected to increase, but bank debt is predicted to contract further.
This paper answers frequently asked questions on how health care reform will affect companies with more than 50 employees. The report includes sections on options available to employers, penalties for non-compliance and the industries impacted the most.
News purveyors provide a valuable service, balancing a need to report on noteworthy occurrences while appealing to multiple audiences. Unfortunately, there is often a material difference between what is newsworthy to an investor vs. a broader audience looking to be infotained. With entertainment a necessary ingredient, more titillating stories are often prioritized ahead of those of greater substance.