ViewPoint
Pandemics destroy capital permanently, just ask the Romans – and why Covid could do the same
The final impact of Covid-19 on the global economy has yet to emerge
Wirecard, short-sellers, and big tech
The worrying thing about the collapse of German fintech stock Wirecard is not that it happened, but that…
A global family office study with little US coverage – how relevant can it be?
The biggest family office ecosystem by a considerable margin is in the US
Have family office allocations changed in 2000 years?
“It is advisable for one that he should divide his money in three parts, one of which he shall invest i…
The death of value investing
Twenty years ago, value investors were jubilant
The New Age of Anxiety – Why hedge funds can ease your concerns
Hedge funds as a group underperformed over the past ten years, but, by definition, they shouldn’t be e…
Family offices are tired of conferences – something else is needed
Conferences play a central role in the family office world and I should know, I have attended most if…
Richard Nixon, fiscal stimulus, and stagflation…why they are all relevant for investors now
Fifty years ago, President Richard Nixon had a problem. His first of many
As public markets shrink investors need to focus on long-term returns in private markets
It has happened so slowly you may not have noticed, but the public markets are in something of a crisis
Coronavirus is a turning point in reputation for families
Since the outbreak of coronavirus and the effective shutdown of the economy, there has been an intense…
Tail risk is something family businesses have been good at – but are they still?
We like to think we can see the future, but it ain’t necessarily so.
The resilience of family businesses is under threat
Family businesses are facing organisational challenges, as never before