Is the French Election Another Existential Risk for the Eurozone?
No, we do not believe that the French election poses any immediate threat to the Eurozone, in contrast to several prior Italian parliamentary and French presidential elections.
Research Publications Archive
Unlocking New Opportunities for Family Investors Through Private Funds
Enterprising families seeking more comprehensive private allocations can consider building a PI fund program to serve as a pathway to a multitude of new opportunities. Understanding the potential advantages and challenges of PI fund programs can help family investors consider whether an expansion of their private allocations is right for them.
Labour’s Big Win to Result in Policy Evolution Rather than Revolution in the UK
The Labour Party secured a sweeping victory in the UK general election, returning them to power for the first time since 2010.
Foundation Annual Flash Statistics: Calendar Year 2023
The Foundation Annual Flash Statistics Report provides a first look at the results of our 2023 Foundation Annual Investment Pool Returns survey. Look for our full annual analysis in the Foundation Annual Investment Pool Returns report later this summer.
Are Co-investments Attractive in Today’s Environment?
Yes. We believe co-investments are an attractive opportunity in the current market for three primary reasons.
Will Artificial Intelligence Continue to Propel the Market Forward?
Yes, we believe it will. Excitement around artificial intelligence and its related technological advancements has been a key market driver since early 2023.
European Central Bank Cuts Interest Rates by 0.25%
On June 6, the European Central Bank (ECB) cut its main interest rates by 0.25%, becoming the first major developed markets (DM) central bank to cut rates.
Optimizing Wealth Infrastructure for Families
For many families, navigating the complexities of outsourcing investment functions can be challenging. This paper helps families understand the different structural components to consider as they seek to create an institutional-caliber portfolio.
Will the Yen Continue to Support Japanese Equities?
No. The Japanese yen has been on a weakening trend for several years.
The Private Credit Playbook: Understanding Opportunities for Family Investors
In today’s environment, we believe private investors and wealth families can benefit from private credit, positioning their portfolios for strong returns supported by protected assets and faster capital deployment than other growth assets.