Solving the 60/40 Portfolio Problem
SpiderRock Advisors
The traditional 60/40 portfolio—a mix of 60% stocks and 40% bonds—is suffering through one of its worst periods in history. Although the demise of the 60/40 portfolio has been predicted
Capital Market Assumptions Through a Long-Duration Lens: Key Considerations for Family Offices Over the Next Five Years
Northern Trust
With below-average returns expected over the next five years, it’s clear that getting asset allocation right will be essential to delivering on the key challenges of our time: achieving
Street Smarts: The China Edition
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
The Fourth Industrial Revolution—the New Wave of Artificial Intelligence
Asset Consulting Group
Artificial Intelligence (AI), which is being considered “The Fourth Industrial Revolution,” is the latest innovation and technology disruption fueling growth and reshaping societies alike
Ten Minute Interview: Opportunities for Acquiring Distressed Assets
Foley & Lardner
While there are predictions of a recession amid a looming economic downturn, there are opportunities for investors to acquire distressed assets as part of their direct investing or mergers and
2023 Private Capital Survey Report: Organic Value Creation Takes Center Stage for Private Equity Amid Economic Headwinds
Private equity faces a crossroads. Looking at a challenging economy, the industry plans to turn its attention inward to current portfolio companies. From this 2023 BDO Private Capital Survey
Q1 2023 Investment Highlights from FOX Members
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
Introduction to Investing
Cambridge Associates
This series of short, educational videos provides an overview of the core elements of investing and some of the asset classes most commonly used in portfolio construction. Download the full
Portfolio Construction: A Blueprint for Private Families
Cambridge Associates
Portfolio management for families of significant wealth is distinctly different than those with traditional wealth management needs. For these families, the wealth typically exists in a much
Building Winning Portfolios Through Private Investments
Cambridge Associates
As families and family offices build their investment portfolios, they should consider private equity (PE) and venture capital (VC) with an eye on technological innovation. However, building a