By most measures, the start of the first quarter of 2025 painted a picture of positive economic momentum and optimism in the U.S. Growth remained solid. Unemployment hovered near 60-year lows. Real wages were rising. Corporate earnings were on track for double-digit growth. And then it turned from optimism to uncertainty to sheer panic with the Tru...
One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Gaby Griffin, the Market Leader for Business Owners and Family Office Executives at FOX, and Jonathan Tunner, the Director of Private Investment Opportunities at FOX, will share the key themes that emerged from this year’s annual Global I...
FOX’s annual Global Investment Survey was divided into two segments, launched in February and March 2023, respectively, to the FOX community. The surveys fielded until the end of April 2023. Please note that the 2023 FOX Global Investment Survey data pertains to investment activities and performance during calendar year 2022.
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...
The U.S. economy’s coming decade will be shaped by a tug-of-war between artificial intelligence (AI) and demographics-driven deficits. The victor—and its margin of victory—will determine whether economic growth exceeds its disappointing pace since the global financial crisis of 2007-2009. By focusing on four key variables and assigning probabilitie...
By exploring the essence of legacy and its impact on business performance, this report brings together the detailed analysis, academic insights, and the firsthand experiences of family business CEOS to contribute to a deeper understanding of the importance of balancing tradition and innovation for long-term success in family businesses. From this r...
The concept of transferring ownership of a private business to a purpose trust was first popularized when the Patagonia transaction was announced—instead of “going public,” they were “going purpose” to allow the owner to monetize his stake in the business while at the same time ensure that the values of the business are preserved for future generat...
Looking at the economic outlook for the U.S. and across the rest of the globe, Doug McHoney and Alexis Crow at PwC discuss the recession outlook and economic activity of some significant economies, the impact of inflation, central bank policy, including interest rates, commercial real estate and financial stability, currencies and the future of the...
The 2024 U.S. Presidential election is set as a rematch between current President Joe Biden and former President Donald Trump. Each candidate’s fiscal priorities have already been on display in their first terms and give insight into second-term agendas. This brief outlook by Asset Consulting Group compares their track records and the market impact...
Today, digital customer experiences are table stakes. Yet, digital transformation is widely misunderstood by business leaders as being primarily focused on digitizing existing processes, moving to the cloud, or enabling scalability of the business. While this was true historically, today digital transformation requires fundamentally changing the di...
The close of each economic cycle and the start of the next carry a unique set of circumstances and challenges. From the vantage point of the depths of the decline, the conditions needed to produce a new expansion can appear daunting. Yet, a signal feature of the U.S. economy, one that has persisted since World War II, has been its ability to shake ...
Since the disruption of COVID-19, organizations have had to navigate soaring inflation, a rapid increase in interest rates, and escalating global tensions that have destabilized supply chains. All around, there has been enormous pressure on organizations to adapt and move from one crisis to the next. It’s no longer an option to simply take shelter ...
Although private equity (PE) has been grappling with high interest rates, PE funds and their portfolio companies are marching forward. With inflation moderating and expectations for a rate cut, there is growing cautious optimism for improved PE M&A activity. This Private Equity Survey by BDO polled 484 U.S. PE fund managers and operating partne...
A convergence of mega trends is transforming the way we think about and manage family wealth. FOX will share its perspective and latest research on what is rapidly becoming a new age of family wealth management. David Toth, President, Membership, FOX
The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...