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Street Smarts: The China Edition
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President Joe Biden’s executive order targeting U.S. investments in certain industries in China has raised questions about its impact on global markets and investment portfolios. In examining its potential effects, NEPC’s Senior Investment Director, Jennifer Appel, shares her insights on what the executive order means for investors. She also provides perspectives on Chinese private markets, China’s debt levels, the high unemployment rate and uncertain economy, and the long-term views on investing in China.

Mid-Year Market & Investment Check Up: What Family Offices Need to Know to Navigate the Remainder of 2023 | 2023 FOX Family Office and Wealth Advisor Forum
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As we head into the second half of the year, questions surrounding the global economy and financial markets remain. Is the U.S. headed for a recession? Will there be secondary effects from divergent Global Central Bank policies? Does the 2024 political cycle matter? And importantly, how should family offices invest capital given the current and future global market dynamics? Join Fiducient Advisors’ Brad Long, CFA, Chief Investment Officer and Adam Newell, CFA, CFP, Director of Family Office Consulting, for their mid-year market updates and valuable investment insights.

Q1 2023 Investment Highlights from FOX Members
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FROM “POLYCRISIS” to “POLYOPPORTUNITIES”: In October 2022, in an article in the Financial Times 1, historian Adam Toze brought back into popular use the term “polycrisis” to describe the situation the world was in, with several crises building each other to create an intertwined web of complex disruptions.

US Banking System and The Economy: Are Things Getting Better or Worse?
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Bank failures, tighter monetary policy, and rising fear of a “hard landing” have heightened economic uncertainty. Despite these challenges, inflation is subsiding, consumer spending is stable, and the labor market remains strong. In light of the market turbulence, investors are reacting to any news, positive or negative, in search of clarity about the future.

Family Office Direct Investing Report
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While many family offices stay cognizant of continued volatility as investors, they also are continuing to search for the best investments in public and private markets. This report—based on 188 family office respondents from 32 countries—provides a comprehensive picture of how family offices view the world and the key factors driving their investment strategies. It also includes key findings around diversification, access to deal flow, and new talent acquisition.

Global Economic Update: Emerging Trends Challenging Investors
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Join FOX for a 2023 global economic update from NEPC’s Head of Asset Allocation, Phillip Nelson. Phillip will highlight the key investment themes of 2023 and the new trends challenging the behavioral biases investors have been conditioned to expect over the last decade. He will provide commentary on the market outlook for public and private markets and discuss the key issues surrounding central bank policy, inflation, and labor markets. Phillip Nelson, CFA, Partner, Head of Asset Allocation David Toth , President of Membership, FOX

2022 Global Investment Survey Highlights
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One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Scott Muench, the market leader for Financial Families at FOX will share the key themes that emerged from this year’s annual Global Investment Survey.