Market Insights - 3 min

Value Creation: Private Equity’s Secret Weapon

At the height of the COVID pandemic in April 2020, many feared a recession deeper than the Great Financial Crisis of 2008. During this time, consulting firm McKinsey & Company released a short yet provocative paper. The paper highlighted the potentially key role of value creation in Private Equity.

Dec 5, 2024

Market Insights - 3 min

To Cut or Not to Cut: The Fed’s Final Conundrum for 2024

After a sustained period of holding interest rates at their highest level for nearly two decades, the last two Federal Reserve (the “Fed”) meetings have seen the turning of the tide.As widely expected, in November the decision was taken to lower the target rate further by 25 bps to its current level of 4.50%-4.75%. The committee’s September projections imply that the next meeting (Dec. 17-18) will continue the downward path with another quarter-point cut. The Fed, however, has repeatedly warned the market that it will follow the data as it unfolds, rather than sticking to a rigid plan.In this article, we ask: what does the latest data tell us about the Fed’s likely next move? And more importantly, what does this mean for the investor?

Dec 4, 2024

Market Insights - 4 min

TWR vs IRR: Choosing the Right Measure for Portfolio Performance

In investment management, accurately measuring performance is essential to making informed financial decisions. Two widely recognized metrics for gauging portfolio growth are the Time-Weighted Return (“TWR”) and the Internal Rate of Return (“IRR”). Both offer unique insights, helping wealth management professionals like The Family Office provide clients with accurate reporting that clearly reflects their portfolio performance.

Nov 20, 2024

Market Insights - 4 min

The Road Ahead: Insights from Global Investing Experts

Just as it is wise to hold a diverse portfolio of assets, it is good to sample a range of viewpoints when it comes to investing.At the same time, it’s important not to be overwhelmed. It’s the signal that you are looking for and not the noise. Unfortunately, there is typically far more of the latter than the former.We’ve taken a sample from the Q4 2024 investment outlooks of the world’s leading financial institutions - 12 Wall Street banks and asset managers - and condensed what we believe are the important takeaways for individual investors from their findings.

Nov 6, 2024

Market Insights - 4 min

Permission to Land? November Fed Decision

The last meeting of the Federal Open Markets Committee (“FOMC”) saw the first cut in interest rates in over four years. The decision to lower rates by 50 basis points to their current level of 4.75%-5.0% sent a strong signal to the markets that a new era of easing has definitively begun.The Federal Reserve’s new economic projections and meeting minutes added color to the decision. In addition, further economic data has emerged since September to give the market food for thought as to the likely course of future rates.In this article, we take a look at both, and ask, as usual, what should concern us as individual investors.

Oct 23, 2024

Market Insights - 3 min

Solving the Illiquidity Challenge: The Role of Secondary Markets

Institutional investors have historically turned to private equity and alternative investments for higher risk-adjusted returns and portfolio diversification. However, many have been discouraged by the illiquidity of these markets—the inability to sell assets without significantly impacting prices. Fortunately, secondary markets have emerged as a crucial liquidity solution, transforming the investment landscape.

Oct 22, 2024

Education - 2 min

Protecting Wealth From Inflation

The investment community remains divided on whether inflation is transitory or here to stay. In this environment, how can investors hedge against inflation, and what role do wealth managers play in protecting and growing assets?

Oct 14, 2024

Education - 4 min

Private Markets: Why and How

Private markets investing is playing an increasingly pivotal role on the global stage.

Oct 7, 2024

Education - 4 min

Unlocking Wealth Opportunities in Private Markets: A Guide for Women Investors

As women gain more control over their financial futures, they are stepping into the spotlight as savvy investors. Traditionally reserved for institutional investors, private market investments now offer women access to exclusive opportunities, helping them grow wealth while achieving financial security. By diversifying into private markets, women can explore asset classes that provide both stability and potential growth.

Oct 2, 2024

Market Insights - 3 min

Value Creation: Private Equity’s Secret Weapon

At the height of the COVID pandemic in April 2020, many feared a recession deeper than the Great Financial Crisis of 2008. During this time, consulting firm McKinsey & Company released a short yet provocative paper. The paper highlighted the potentially key role of value creation in Private Equity.

Dec 5, 2024

Market Insights - 3 min

To Cut or Not to Cut: The Fed’s Final Conundrum for 2024

After a sustained period of holding interest rates at their highest level for nearly two decades, the last two Federal Reserve (the “Fed”) meetings have seen the turning of the tide.As widely expected, in November the decision was taken to lower the target rate further by 25 bps to its current level of 4.50%-4.75%. The committee’s September projections imply that the next meeting (Dec. 17-18) will continue the downward path with another quarter-point cut. The Fed, however, has repeatedly warned the market that it will follow the data as it unfolds, rather than sticking to a rigid plan.In this article, we ask: what does the latest data tell us about the Fed’s likely next move? And more importantly, what does this mean for the investor?

Dec 4, 2024

Market Insights - 4 min

TWR vs IRR: Choosing the Right Measure for Portfolio Performance

In investment management, accurately measuring performance is essential to making informed financial decisions. Two widely recognized metrics for gauging portfolio growth are the Time-Weighted Return (“TWR”) and the Internal Rate of Return (“IRR”). Both offer unique insights, helping wealth management professionals like The Family Office provide clients with accurate reporting that clearly reflects their portfolio performance.

Nov 20, 2024

Market Insights - 4 min

The Road Ahead: Insights from Global Investing Experts

Just as it is wise to hold a diverse portfolio of assets, it is good to sample a range of viewpoints when it comes to investing.At the same time, it’s important not to be overwhelmed. It’s the signal that you are looking for and not the noise. Unfortunately, there is typically far more of the latter than the former.We’ve taken a sample from the Q4 2024 investment outlooks of the world’s leading financial institutions - 12 Wall Street banks and asset managers - and condensed what we believe are the important takeaways for individual investors from their findings.

Nov 6, 2024

Market Insights - 4 min

Permission to Land? November Fed Decision

The last meeting of the Federal Open Markets Committee (“FOMC”) saw the first cut in interest rates in over four years. The decision to lower rates by 50 basis points to their current level of 4.75%-5.0% sent a strong signal to the markets that a new era of easing has definitively begun.The Federal Reserve’s new economic projections and meeting minutes added color to the decision. In addition, further economic data has emerged since September to give the market food for thought as to the likely course of future rates.In this article, we take a look at both, and ask, as usual, what should concern us as individual investors.

Oct 23, 2024

Market Insights - 3 min

Solving the Illiquidity Challenge: The Role of Secondary Markets

Institutional investors have historically turned to private equity and alternative investments for higher risk-adjusted returns and portfolio diversification. However, many have been discouraged by the illiquidity of these markets—the inability to sell assets without significantly impacting prices. Fortunately, secondary markets have emerged as a crucial liquidity solution, transforming the investment landscape.

Oct 22, 2024

Education - 2 min

Protecting Wealth From Inflation

The investment community remains divided on whether inflation is transitory or here to stay. In this environment, how can investors hedge against inflation, and what role do wealth managers play in protecting and growing assets?

Oct 14, 2024

Education - 4 min

Private Markets: Why and How

Private markets investing is playing an increasingly pivotal role on the global stage.

Oct 7, 2024

Education - 4 min

Unlocking Wealth Opportunities in Private Markets: A Guide for Women Investors

As women gain more control over their financial futures, they are stepping into the spotlight as savvy investors. Traditionally reserved for institutional investors, private market investments now offer women access to exclusive opportunities, helping them grow wealth while achieving financial security. By diversifying into private markets, women can explore asset classes that provide both stability and potential growth.

Oct 2, 2024

Market Insights - 3 min

Value Creation: Private Equity’s Secret Weapon

At the height of the COVID pandemic in April 2020, many feared a recession deeper than the Great Financial Crisis of 2008. During this time, consulting firm McKinsey & Company released a short yet provocative paper. The paper highlighted the potentially key role of value creation in Private Equity.

Dec 5, 2024

Market Insights - 3 min

To Cut or Not to Cut: The Fed’s Final Conundrum for 2024

After a sustained period of holding interest rates at their highest level for nearly two decades, the last two Federal Reserve (the “Fed”) meetings have seen the turning of the tide.As widely expected, in November the decision was taken to lower the target rate further by 25 bps to its current level of 4.50%-4.75%. The committee’s September projections imply that the next meeting (Dec. 17-18) will continue the downward path with another quarter-point cut. The Fed, however, has repeatedly warned the market that it will follow the data as it unfolds, rather than sticking to a rigid plan.In this article, we ask: what does the latest data tell us about the Fed’s likely next move? And more importantly, what does this mean for the investor?

Dec 4, 2024

Market Insights - 4 min

TWR vs IRR: Choosing the Right Measure for Portfolio Performance

In investment management, accurately measuring performance is essential to making informed financial decisions. Two widely recognized metrics for gauging portfolio growth are the Time-Weighted Return (“TWR”) and the Internal Rate of Return (“IRR”). Both offer unique insights, helping wealth management professionals like The Family Office provide clients with accurate reporting that clearly reflects their portfolio performance.

Nov 20, 2024

Market Insights - 4 min

The Road Ahead: Insights from Global Investing Experts

Just as it is wise to hold a diverse portfolio of assets, it is good to sample a range of viewpoints when it comes to investing.At the same time, it’s important not to be overwhelmed. It’s the signal that you are looking for and not the noise. Unfortunately, there is typically far more of the latter than the former.We’ve taken a sample from the Q4 2024 investment outlooks of the world’s leading financial institutions - 12 Wall Street banks and asset managers - and condensed what we believe are the important takeaways for individual investors from their findings.

Nov 6, 2024

Market Insights - 4 min

Permission to Land? November Fed Decision

The last meeting of the Federal Open Markets Committee (“FOMC”) saw the first cut in interest rates in over four years. The decision to lower rates by 50 basis points to their current level of 4.75%-5.0% sent a strong signal to the markets that a new era of easing has definitively begun.The Federal Reserve’s new economic projections and meeting minutes added color to the decision. In addition, further economic data has emerged since September to give the market food for thought as to the likely course of future rates.In this article, we take a look at both, and ask, as usual, what should concern us as individual investors.

Oct 23, 2024

Market Insights - 3 min

Solving the Illiquidity Challenge: The Role of Secondary Markets

Institutional investors have historically turned to private equity and alternative investments for higher risk-adjusted returns and portfolio diversification. However, many have been discouraged by the illiquidity of these markets—the inability to sell assets without significantly impacting prices. Fortunately, secondary markets have emerged as a crucial liquidity solution, transforming the investment landscape.

Oct 22, 2024

Education - 2 min

Protecting Wealth From Inflation

The investment community remains divided on whether inflation is transitory or here to stay. In this environment, how can investors hedge against inflation, and what role do wealth managers play in protecting and growing assets?

Oct 14, 2024

Education - 4 min

Private Markets: Why and How

Private markets investing is playing an increasingly pivotal role on the global stage.

Oct 7, 2024

Education - 4 min

Unlocking Wealth Opportunities in Private Markets: A Guide for Women Investors

As women gain more control over their financial futures, they are stepping into the spotlight as savvy investors. Traditionally reserved for institutional investors, private market investments now offer women access to exclusive opportunities, helping them grow wealth while achieving financial security. By diversifying into private markets, women can explore asset classes that provide both stability and potential growth.

Oct 2, 2024