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September 23, 2019

More than half of the world’s leading family office principals say they expect a market downturn to start in 2020 and are considering how to safeguard against potential losses and capitalise on new opportunities.

More than half of the world’s leading family office principals say they expect a market downturn to start in 2020 and are considering how to safeguard against potential losses and capitalise on new opportunities.

Nearly half (45%) of principals surveyed said they were re-aligning their investment strategy to manage risk or take advantage of opportunistic events (42%). Another two-fifths (42%) said they were increasing their cash reserves, while a fifth (22%) are reducing leverage exposure within their investments.

October 17, 2018

Family office are driving towards higher risk and more illiquid investments in pursuit of yield, according to the new Global Family Office Report 2018.

The average family office portfolio returned 15.5% in 2017—more than double the 7% generated in 2016 and well above the 0.3% delivered in 2015, the Campden Research-UBS report said after surveying 311 family offices with an average size of $808 million assets under management.

February 28, 2018

Yields are up dramatically and the vast majority of family office principals plan to maintain or increase deal flow. As they struggle with execution, is the end of this winning streak in sight?

Yields are up dramatically and the vast majority of family office principals plan to maintain or increase deal flow. As they struggle with execution, is the end of this winning streak in sight?

Another bullish year, unpredictable politics, and a growing fondness for direct deals all formed part of the family office landscape during 2016. So how are family offices structuring their portfolios as the economy enters the later stage of a record cycle?

November 22, 2017

While some investors are stepping up their concern around an impending recession, wealth manager Kleinwort Hambros advises it is likely the bull market will continue to “grind higher”.

While some investors are stepping up their concern around an impending recession, wealth manager Kleinwort Hambros advises it is likely the bull market will continue to “grind higher”.

Mouhammed Choukeir, chief investment officer at Societe Generale's UK private banking and wealth management division, said clients are coming to terms with the uncertainties posed by Brexit and Trump.

“These are topics that have been around for some time,” Choukeir said.

September 12, 2017

Equities and private equity drove a turnaround in family office investment performance this past year, as revealed in the newly-released Global Family Office Report 2017 (GFO).

Equities and private equity drove a turnaround in family office investment performance this past year, as revealed in the newly-released Global Family Office Report 2017 (GFO).

December 12, 2014

Low-volatility equity strategies may lack the rock-star appeal of chasing high-volatility stocks, but they look likely to gain more attention after recent market wobbles helped their relative performance in the year-to-date jump ahead of traditional benchmarks.

Low-volatility equity strategies may lack the rock-star appeal of chasing high-volatility stocks, but they look likely to gain more attention after recent market wobbles helped their relative performance in the year-to-date jump ahead of traditional benchmarks.

November 26, 2013

Europe has been unloved by investors for a long time. The debt crisis and consequent political uncertainty about the future of the euro has understandably had investors running for safer places to put their money.

Europe has been unloved by investors for a long time. The debt crisis and consequent political uncertainty about the future of the euro has understandably had investors running for safer places to put their money.

However, with the US going through a debt crisis of its own – with unforeseeable consequences on emerging markets – it may be time to rethink investment in Europe.

September 17, 2013

Most global equity markets have recovered sharply in the last year, but that doesn’t mean family offices are piling in, as many of them still remain wary of risk. Campden reports. 

Don't mention the B-word – Bernanke. When the chairman of the Federal Reserve suggested the Fed was starting to think about winding down its asset-purchasing programme investors started heading for the exits, and US equities – not to mention assets in emerging markets, which had benefitted from the global search for yield – nose-dived.

September 5, 2013

Equities ended the second quarter well off their highs, with Federal Reserve chairman Ben Bernanke shouldering much of the blame. This could prove to be a buying opportunity if the world’s biggest economy shows it can strengthen without the use of stimulus. 

Equities ended the second quarter well off their highs, with Federal Reserve chairman Ben Bernanke shouldering much of the blame. This could prove to be a buying opportunity if the world’s biggest economy shows it can strengthen without the use of stimulus.

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