Industry Trends


23rd Annual Global CEO Survey: Navigating the Rising Tide of Uncertainty
PwC Private Company Services
For the first time, more than half of the CEOs surveyed believe the rate of global GDP growth will decline. This caution has translated into CEO’s low confidence in their own organization
Private Equity Perspectives Podcast: Future of Fintech and PE's Dealmaking Outlook for 2020
The financial services sector was cited as one of the top industries likely to experience increase in deal activity in 2020, according to BDO’s US Private Capital Outlook. We take a deeper look
The Global Risks Report 2020
Marsh & McLennan and World Economic Forum
This 15th edition of the World Economic Forum’s Global Risks Report comes as long-mounting, interconnected risks are being felt. This qualitative and quantitative study of global risks
Market Outlook: 2020 Themes, Questions, and Investment Implications
While investing isn't the same as war, Sun Tzu's advice on preparation is still applicable. In looking ahead and preparing for what can happen, a set of key themes and investment
"Gifting Up" and Loan Strategies for Helping Parents with Financial Needs
While “gifting down” to younger generations has historically been the norm, it’s now increasingly common for children to accumulate more wealth than their living parents. This
CIO Insights 2020 Outlook: The End of Monetary Magic?
Deutsche Bank Wealth Management
More than a decade ago, central banks embarked on a highly unconventional monetary policy path—generally referred to as "quantitative easing." This made possible the longest recorded
Business Owner's Outlook: Is Now the Time to Sell?
Wilmington Trust
In a survey of 1,000 owners of privately held businesses across the United States, there was a focus on owners’ attitudes toward transitioning their businesses in light of their perceptions of
2020 Investment Outlook: More Questions Than Answers
Tom Lee, Parametric Portfolio Associates
For investors, it's helpful to consider the forces that could impact the markets. Taking some time at the beginning of the year to pause, reflect on the past, and consider carefully how it
Family Office Risks: Managing the Impact of Change
Marsh Private Client Services
The complex, convergent nature of risks facing high-net-worth families requires family offices to adopt a different approach to risk management than many have in the past. A holistic approach, using
Podcast: Cyber Security for Business
Boston Private
In this episode, learn about the top four cyber security threats to business owners. In a discussion that took place during the National Cyber Security Awareness month, Information Security Officer,