Against the global macroeconomic backdrop, there are pockets of investment opportunities—in particular, metal exporters in the frontier markets space. That's because regulation and consumer preferences are creating demand for clean transportation, which will drive strong growth in the metals of the future: copper, aluminum, nickel, cobalt, and lithium. This could bolster the outlook for commodity exporters, and could also improve the prospects for markets with burgeoning mining investments.
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High-net worth individuals are not immune to concerns around economic slowdowns. While the first half of 2022 may go down as one of the worst starts for stock and bond markets in history, it has also presented unique opportunities for long-term investors. With sound investment strategy and financial planning, investors can protect and grow their portfolio.
The word volatility has encapsulated the state of the economy and markets for the pandemic years, but 2022 added geopolitical upheaval and economic stabilization measures—including interest rate increases—to the mix. Amid concerns about a recession, how are private equity fund managers preparing?
In the dealmaking environment, the general aviation sector has been resilient through the pandemic. The sector's rebound that started in the second half of 2020 portends good things for it and the fixed base operators (FBOs) that serve the airports—even in the face of broader economic headwinds. The sector's endurance tracks with what history has shown—that high-net-worth individuals will keep flying. That means strong long-term FBO deal potential and short-term opportunities in the right markets.
In the hospitality space, hotels are a unique asset that can be viewed as an operating business that makes them different and more complex than other real estate assets and holdings. While recovery in the industry has been uneven—with big box meeting hotels struggling and luxury resorts doing well—there are investment opportunities, including the distressed hotels. In this ten minute interview, Clifford Risman and Brian Lucareli discuss the investment opportunities and the market factors impacting them.
Both successful business leadership and portfolio management depend on many similar traits, including conviction, expertise, hard work, and teamwork. But to be successful as an investor over the long run also can require some fundamental adjustments in mindset and direction. In making this transition, five recommendations are presented for those looking to build an investment framework that can be as successful and personally rewarding as building a business.
Forces are converging on private equity and compelling the industry to evolve. Adapting to the dynamic deal landscape, this eBook examines how to approach and maximize deal value at each stage of the acquisition lifecycle. Other emerging pain points and how to negotiate them include:
Venture deals have slowed down compared to the record-breaking year in 2021. However, the innovation sector continues to grow. Investors are holding a record amount of dry powder and valuation corrections are creating buying opportunities. In this report based on data collected from 139 family offices across 30 countries, see how family offices are responding to the current market volatility and take a deep dive into the expected composition of family office venture portfolios.
Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and social change unseen in decades. It reveals a shift in their philanthropic investments, next-generation and succession planning, and crypto investments. It also explores the private banking services among family offices and the awareness of the proposed Family Office Regulations Act of 2021.
Non-fungible Tokens (NFT) now represent a broad class of investments, from collectibles to more financial-type assets. As the applications advance, the existing consensus on the tax treatment of NFTs may change. While there is limited guidance from the IRS, there are considerations for creators and investors to keep in mind.