Search Results

The Global Risks Report is a comprehensive analysis of the most significant risks facing the world today. Designed to help understand the top risks for 2025 and over the next decade, this report provides insight into challenges and opportunities for risk leaders across industries. Developed by the World Economic Forum with support from strategic pa...

The year 2024 is now in the history books, marking three notable market highlights: a very good year for U.S., the AI gold rush broadening to other industries and sectors, and a surprisingly tough year for U.S. bonds. Looking ahead to what’s next in 2025, Chief Investment Officer Pete Chiappinelli of Ballentine Partners sees thirteen areas for inve...

Extreme winter weather is responsible for hundreds of deaths and substantial financial losses in North America each year. By taking proactive measures, you can ensure you’re better equipped to handle the challenges winter storms present. Stay safe and use this checklist as part of your risk management plan to help you prepare, respond, and recover ...

Artificial Intelligence (AI) is rapidly becoming an integral part of our daily lives and workplaces. With AI’s growing prevalence, organizations must consider developing not only an AI strategy but also a robust internal AI policy. This guide outlines the reasons for establishing an internal AI policy, the stakeholders involved, essential policy co...

With artificial intelligence’s (AI) prevalence, companies must consider developing not only an AI strategy but also a robust internal AI policy. Download this checklist for a step-by-step guidance on how to create an internal AI policy for your organization. For the in-depth insights on developing an internal AI policy, explore the Comprehensive Gu...

It’s no secret that artificial intelligence (AI) is a pivotal force in the current technological transformation. But as Vanguard Global Chief Economist Joe Davis explains and as their research on AI, demographics, and the U.S. economy suggests, it may not be wise to focus solely on tech stocks for investment outperformance. In this discussion ...

Slowing population growth is a global phenomenon. From this research report, learn how to establish a framework by which to understand the dynamics between demographics and economics, along with the likely effect on economic growth and financial markets in the coming decades.

With the return of the Trump administration, observers expect meaningful changes in political direction and economic and tax policy, but specifics and timing are unknown. Given the degree of uncertainty, investors should remain diversified and focus on both risk and liquidity management. Within private equity, deals that emphasize operational impro...

Emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories. However, expectations of higher U.S. interest rates and a stronger dollar are likely to challenge EM currencies and investor sentiment in 2025, and the 2024 U.S. election introduced a new layer of uncerta...

Growth is at the top of the menu for finance leaders as Grant Thornton’s CFO survey shows that the uncertainty associated with the U.S. election in 2024 has given way to unrestrained optimism about the U.S. economy and meeting business goals. Other results from the survey were broadly aligned with high growth expectations—and with the transformatio...

For many affluent families, risk management has become less a matter of how much insurance premiums will cost and more an issue of how much financial risk they are willing and able to accept. In an ever-shifting risk environment where families are assuming higher levels of exposure, families will need to be increasingly cognizant of potential risks...

The unique position of family offices gives them an opportunity to pursue a broad spectrum of investments and utilize different strategies. In this 10-minute interview, Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, joins Kay Gordon, partner, and member of our Fund Formation and Investment ...

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 investm...

After the Silicon Valley Bank (SVB) collapse marked another bank failure, it triggered questions regarding the various considerations and options for holding short-term funds. With this reference chart, see the comparisons that show the characteristics of demand deposits with government securities and various money market funds as cash managem...

As traditional oil and gas companies face a range of challenges, including the emergence of alternative and renewable technologies, investors must find new ways to navigate the energy transition. For large-scale investors like endowments and foundations, investing in energy is both a challenge and an opportunity that demands a whole new approach.