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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 provid...

While the banking stress has largely subsided after the collapse of Silicon Valley Bank, there’s expectations of uneven trajectories of economic growth and inflation that will continue to drive market volatility. Learn what this will mean for asset allocation in this Investment Perspective.

Having observed private investors at work over many years, authors Jonny Lach and Sara Hamilton see some clear patterns separating the most successful family investors from others. They offer some of the lessons learned, including the advantages and challenges that family investors face.

Private investors including family offices can be great investors, but many are not. They have some big competitive advantages over institutional investors which live with significant constraints imposed by law, stakeholders, media and regulators. Private investors are usually less constrained, but often fail to recognize and exploit their competit...

This is the report of findings of the 2021 FOX State of the Ultra-Wealth Business. The full report is only available to firms that participated in the study. If your firm participated, please contact your FOX Relationship Manager to obtain a copy of the report. The study represents FOX’s best and most current thinking on the direction o...

Since 1986, Byron R. Wein gave his views on a number of economic, financial, and political surprises for the coming year. By “surprise,” Byron defined it as an event that the average investor would only assign a one out of three chances of taking place but which he believed had a better than 50% likelihood of happening. Paying homage to Byron’s ann...

Investors are processing more data more rapidly than ever. For family offices, sticking to their principles and investing within a risk-adjusted framework has never been more important. With a greater number of opportunities, success will require families to reflect upon what has and has not worked, clarify the sectors or strategies where they have...

Learn from the families, advisors, and thought leaders as you move toward achieving your investment goals—from starting a family office direct investment function to building winning portfolios and discovering how venture capital positively disrupts intergenerational investing. Curated Resources For members of...

For foreign families and individuals who are interested in investing in the United States, there are key factors to consider. In this 10-minute interview, attorney Ruben Diaz of Foley & Lardner joins Brian Lucareli to discuss in-bound investing and top-of-mind issues when helping clients through the process of investing into the U.S. from Latin...

The issue of concentrated low-basis holdings is a challenge that has vexed wealth managers and their clients for decades. Put simply, if a large majority of your wealth is concentrated in a single position, should you sell some of it and move the proceeds to a more diversified portfolio of investments? However, the sale position oftentimes carries ...

The private equity market is navigating through a period of volatility, driven by inflationary pressures, rising interest rates, and geopolitical uncertainties. While some regions, such as North America and Asia-Pacific, remain confident in the face of these challenges, others, particularly in Europe, are more cautious. Despite these regional diffe...

The expectations of an economic soft landing and favorable equity market in both 2023 and 2024 were possible due to the positive underpinnings of a healthy labor market, falling inflation, and a Fed pivot to rate cutting. In 2025, however, expectations are higher, policy shifts are underway, and several new factors that include tariffs, trade wars,...

Invoking emergency powers due to the stated “threat posed by illegal aliens and drugs,” President Trump implemented a 10% tariff on imports from China, a 25% tariff on imports from Mexico, and—perhaps most surprisingly—a 25% tariff on imports from Canada (except for Canadian energy imports that receive a 10% tariff). These tariffs are sending shock...

Conventional investing is all about diversification and maximizing returns. While both of these are still fundamental, some investors also want to use their economic influence to drive meaningful change. As these investors make financial decisions informed by both heart and mind, traditional barriers between making money and making a difference are...

The past year has ended up being far more resilient to many of the prevailing economic headwinds than we had feared it might be. The shifting consumption patterns, structurally tight labor market, and strong private sector balance sheets with debt that has been locked in at low rates have helped boost consumption and moderate inflationary pressures...