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The earth faces a tremendous challenge when it comes to water due to the supply and demand imbalance, the lack of substitutes, and the United Nation’s declaration that drinking water and sanitation are a human right. Investors are also increasingly focused on water-related challenges, recognizing the market’s potential to provide solutions for this expanding global problem while generating competitive financial returns.

This webinar and presentation provides an overview of where we are today and views from the investment management industry on the impact of the election across the US, developed and emerging markets.

We expect the markets’ knee-jerk reaction to sell gold post a Trump victory will reverse with the bottoming process beginning this week. Framed around the well documented bearish arguments of Stan Druckenmiller on gold last week, there are reasons why gold will be more important as the generational bond bull market now closes. As investors begin to look for portfolio diversification and wealth preservation in the new rising rate cycle, gold’s uncorrelated liquid returns will have increasing appeal, particularly with foreign investors hurt by dollar strength.

Markets, United States citizens, and most of the world watched anxiously as the U.S. election unfolded into a Donald Trump victory for President. Initial volatility has tempered, and as market participants digest the uncertainty surrounding future policy, it is important to remember that the election results is yet another factor to work through as an investor. That said, the U.S. economy and political structure are enormous, which will make dramatic changes tough to implement in a month, a year, or even a presidency.

With last week’s historic election now behind us, investors are feverishly recalibrating their plans in light of its stunning outcome. The despair registered in the early hours after the polls closed on November 8 turned sharply into euphoria as investors focused on the “pro-growth” agenda of a Republican president and control of both congressional chambers. Since the election, those industry groups perceived as winners (e.g. banks, pharmaceutical companies, and industrials) have staged enormous rallies while other groups (e.g.

If President-elect Trump fulfills many of his campaign promises, the impacts will be felt across the world. More will be known about these effects over the coming months and quarters, and for wealth managers the focus will be on the potential short and long-term impacts on their clients’ financial well-being. Markets hate uncertainty and the uncertainty created by a President Trump triggered a “sell first/ask questions later” response in financial markets. There will undoubtedly be both winners and losers in the financial markets.

Investors now have more than $3 trillion invested in hedge funds, up from $1 trillion in 2005. This steep increase in assets under management means the hedge fund industry confronts a more scrupulous regulatory environment, heightened investor demands for transparency and tighter standards for all aspects of fund governance, like performance reporting and offshore fund structuring.

Women have become financial powerhouses and have taken on an increasing role in managing wealth to the tune of $11.2 trillion. Some estimate that by 2030, women will control as much as two-thirds of the nation’s wealth. This change makes one thing clear—whether women are wealth creators, inheritors, or owners through marriage, they need to take responsibility for preserving, enhancing, and ultimately, transferring their assets.

While the public sentiment remains focused on high valuations, research shows the news cycle is focusing on hype and the fear that venture capital is in another bubble. When evaluating the health of the venture market, internal data shows that revenue multiples have been declining since 2012 for a majority of the U.S. venture-backed technology companies with revenues under $100M. The phenomenon can be attributed to young companies growing revenues earlier than before, with revenue growth rates outpacing valuation growth rates.

The venture ecosystem in Israel is undergoing an evolution as entrepreneurs are flourishing throughout the country. In November 2015 there were 6,000 start-ups in Israel garnering funding from a new generation of venture funds made up of both spin-outs from existing firms and new VCs. The combination of a vibrant culture of entrepreneurship, support of the government, strong university, multi-national corporations, and existence of venture capital and liquidity has made many bullish on Israel.