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Topic: Investment

November 18, 2020

The future looks even more uncertain than usual. Normally uncertainty translates into lower asset prices. But not this time. And with the prices of all assets buoyed by abundant liquidity, we fear a traditional ‘diversified’ portfolio is not going to be much protection in the next market convulsion.

The future looks even more uncertain than usual. Normally uncertainty translates into lower asset prices. But not this time. And with the prices of all assets buoyed by abundant liquidity, we fear a traditional ‘diversified’ portfolio is not going to be much protection in the next market convulsion.

In particular, we believe that conventional bonds will provide neither acceptable returns in good times, nor much protection in a downturn.

November 17, 2020

Hoshi Ryokan from Japan, C Hoare & Co from the United Kingdom, De Kuyper Royal Distillers from The Netherlands and Mellerio dits Meller from France are some of the oldest companies in the world. While they represent diverse industries, from hospitality and banking services, to royal heritage distillery and luxury jewellery, they all share one common model. As family businesses, they managed to navigate multiple crises and build resilience over generations. 

Hoshi Ryokan from Japan, C Hoare & Co from the United Kingdom, De Kuyper Royal Distillers from The Netherlands and Mellerio dits Meller from France are some of the oldest companies in the world. While they represent diverse industries, from hospitality and banking services, to royal heritage distillery and luxury jewellery, they all share one common model. As family businesses, they managed to navigate multiple crises and build resilience over generations.

November 17, 2020

Hoshi Ryokan from Japan, C Hoare & Co from the United Kingdom, De Kuyper Royal Distillers from The Netherlands and Mellerio dits Meller from France are some of the oldest companies in the world. While they represent diverse industries, from hospitality and banking services, to royal heritage distillery and luxury jewellery, they all share one common model. As family businesses, they managed to navigate multiple crises and build resilience over generations. 

Hoshi Ryokan from Japan, C Hoare & Co from the United Kingdom, De Kuyper Royal Distillers from The Netherlands and Mellerio dits Meller from France are some of the oldest companies in the world. While they represent diverse industries, from hospitality and banking services, to royal heritage distillery and luxury jewellery, they all share one common model. As family businesses, they managed to navigate multiple crises and build resilience over generations.

November 13, 2020

Leibinger family’s Trumpf leads global quantum breakthrough, lockdown book lovers help stabilise Bertelsmann revenues, Reimann family’s JAB Holding sells Coty stake as portfolio hits turbulence.

Leibinger family’s Trumpf leads global quantum breakthrough

The Leibinger family behind the German high-tech company Trumpf says its world-first quantum optical sensor will lead to completely new industrial applications from next year.

November 12, 2020

Vertical farming is being planted as the future of agriculture and the blossoming sector’s long-term growth could be a good fit for family investors and their patient capital.

Vertical farming is being planted as the future of agriculture and the blossoming sector’s long-term growth could be a good fit for family investors and their patient capital.

Issues surrounding the increasing population of the world combined with water scarcity in a changing climate and the security of food and supply chains exposed by the coronavirus pandemic have all seeded minds on the possibilities of vertical farming.

November 12, 2020

Vertical farming is being planted as the future of agriculture and the blossoming sector’s long-term growth could be a good fit for family investors and their patient capital.

Vertical farming is being planted as the future of agriculture and the blossoming sector’s long-term growth could be a good fit for family investors and their patient capital.

Issues surrounding the increasing population of the world combined with water scarcity in a changing climate and the security of food and supply chains exposed by the coronavirus pandemic have all seeded minds on the possibilities of vertical farming.

November 12, 2020

The popular interactive Campden Club webinar series returns with its 6th Virtual Fund Manager & Investment Event on 1 December, open virtually for global participants.

The popular interactive Campden Club webinar series returns with its 6th Virtual Fund Manager & Investment Event on 1 December, open virtually for global participants.

Campden Club will host a select group of four funds or direct investments who will present their strategies in the next webinar. To date these have included impact investments, equities, venture capital, private equity, private credit, private debt, real estate, hedge funds, agriculture, emerging markets, technology and more.

November 12, 2020

The popular interactive Campden Club webinar series returns with its 6th Virtual Fund Manager & Investment Event on 1 December, open virtually for global participants.

The popular interactive Campden Club webinar series returns with its 6th Virtual Fund Manager & Investment Event on 1 December, open virtually for global participants.

Campden Club will host a select group of four funds or direct investments who will present their strategies in the next webinar. To date these have included impact investments, equities, venture capital, private equity, private credit, private debt, real estate, hedge funds, agriculture, emerging markets, technology and more.

November 10, 2020

In the midst of a coronavirus pandemic, investors have been exposed to the reality that the global economy can be brought to a halt by a large-scale unpredicted event. A comparison can be drawn with climate change, now widely recognised as a large systemic risk that will affect the global economy, and one which may affect investment portfolios in ways we can’t yet fully imagine or predict.

Private markets—an opportunity to support the transition to a low-carbon and climate resilient world, whilst providing financial rewards

In the midst of a coronavirus pandemic, investors have been exposed to the reality that the global economy can be brought to a halt by a large-scale unpredicted event. A comparison can be drawn with climate change, now widely recognised as a large systemic risk that will affect the global economy, and one which may affect investment portfolios in ways we can’t yet fully imagine or predict.

November 10, 2020

In the midst of a coronavirus pandemic, investors have been exposed to the reality that the global economy can be brought to a halt by a large-scale unpredicted event. A comparison can be drawn with climate change, now widely recognised as a large systemic risk that will affect the global economy, and one which may affect investment portfolios in ways we can’t yet fully imagine or predict.

Private markets—an opportunity to support the transition to a low-carbon and climate resilient world, whilst providing financial rewards

In the midst of a coronavirus pandemic, investors have been exposed to the reality that the global economy can be brought to a halt by a large-scale unpredicted event. A comparison can be drawn with climate change, now widely recognised as a large systemic risk that will affect the global economy, and one which may affect investment portfolios in ways we can’t yet fully imagine or predict.

November 9, 2020

The Covid-19 crisis obviously caught us off guard by the speed with which it spread and the force of the virus. We had to deal with it by adapting to a new environment and new ways of working. Countries in Europe are now learning to live with the virus, and its impact is not behind us by any means, and the coming months could be crucial for our industry.

Covid-19 has created challenges for performance and fundraising in the short term, but the longer-term prospects are strong and the capital shift to alternatives will continue, says Amundi Asset Management.

November 9, 2020

The Covid-19 crisis obviously caught us off guard by the speed with which it spread and the force of the virus. We had to deal with it by adapting to a new environment and new ways of working. Countries in Europe are now learning to live with the virus, and its impact is not behind us by any means, and the coming months could be crucial for our industry.

Covid-19 has created challenges for performance and fundraising in the short term, but the longer-term prospects are strong and the capital shift to alternatives will continue, says Amundi Asset Management.

November 6, 2020

One of the many effects of Covid-19 has been to accelerate a lot of change that was already underway—the transition to a cashless society, for example—yet, throughout this period there has also been the growing realisation that many other aspects of our lives need updating and digitising. So, it may not be surprising to learn that at Antler, where we enable and invest in early stage startups, we have never been busier.

One of the many effects of Covid-19 has been to accelerate a lot of change that was already underway—the transition to a cashless society, for example—yet, throughout this period there has also been the growing realisation that many other aspects of our lives need updating and digitising. So, it may not be surprising to learn that at Antler, where we enable and invest in early stage startups, we have never been busier.

November 5, 2020

Campden Wealth’s virtual North American Family Office Meeting will be returning for its 15th year on 16-18 November, 2020—now larger, more important, and more global than ever.

Campden Wealth’s virtual North American Family Office Meeting will be returning for its 15th year on 16-18 November, 2020—now larger, more important, and more global than ever.

October 27, 2020

While some financial commentators described the onset of the Covid pandemic in March 2020 as a so-called “Black Swan”—a one-off, rare and unpredictable event—it would appear that what we are dealing with is more of a migratory bird, a “Black Stork” if you like, whose movements recur with an element of (seasonal) regularity, at least until there is a circuit-breaker.

While some financial commentators described the onset of the Covid pandemic in March 2020 as a so-called “Black Swan”—a one-off, rare and unpredictable event—it would appear that what we are dealing with is more of a migratory bird, a “Black Stork” if you like, whose movements recur with an element of (seasonal) regularity, at least until there is a circuit-breaker.

October 26, 2020

The carbon emission obligations established under the monumental Paris Agreement of 2015 have gone largely unfulfilled and are at risk of failing. Sensing the urgency to attempt to rectify the situation, countries are now racing to implement mandates for the development of renewable energy assets and the requisite grid enabling infrastructure. These mandates are generating demand for renewable energy infrastructure which, in turn, may lead to an opportunity for investors.

The carbon emission obligations established under the monumental Paris Agreement of 2015 have gone largely unfulfilled and are at risk of failing. Sensing the urgency to attempt to rectify the situation, countries are now racing to implement mandates for the development of renewable energy assets and the requisite grid enabling infrastructure. These mandates are generating demand for renewable energy infrastructure which, in turn, may lead to an opportunity for investors.

October 20, 2020

The coronavirus pandemic has hit public finances like a war. Across the world governments have scrambled to offset the economic and social impact of the virus. Huge, and necessary, rises in public spending have pushed government deficits to levels not seen since the two world wars of the 20th century.

The coronavirus pandemic has hit public finances like a war. Across the world governments have scrambled to offset the economic and social impact of the virus. Huge, and necessary, rises in public spending have pushed government deficits to levels not seen since the two world wars of the 20th century.

The numbers are enormous: UK government debt now tops £2 trillion (1). whilst the US owes an eye watering $26 trillion (2). The picture is similar across Europe with many other countries also seeing debt/GDP ratios rising to over 100% (3).

October 14, 2020

Dominique Carrel-Billiard, the global head of real and alternative assets at Amundi Asset Management , gave a 15-minute keynote address on The Rise of the Real Assets Umbrella at the IPE Real Assets & Infrastructure Global Investor Conference 2020 in September.

Dominique Carrel-Billiard, the global head of real and alternative assets at Amundi Asset Management, gave a 15-minute keynote address on The Rise of the Real Assets Umbrella at the IPE Real Assets & Infrastructure Global Investor Conference 2020 in September.

October 13, 2020

The volatility throughout this global pandemic has served as a blunt reminder of the vulnerability of our financial system to global shocks. Having spent 35 years in the private equity space, I have witnessed numerous economic cycles, but this downturn appears to be unique.

The volatility throughout this global pandemic has served as a blunt reminder of the vulnerability of our financial system to global shocks. Having spent 35 years in the private equity space, I have witnessed numerous economic cycles, but this downturn appears to be unique.

As we move further along the dreaded “second wave”, the main issue paralysing the finance sector is uncertainty. Concern over when consumer and investor confidence will return is widespread—and unfortunately, there is no immediate end in sight.

October 8, 2020

Whatever one’s outlook, there have been times in 2020 when the markets seemed to echo one’s innermost thoughts, and times when we shout out like Falstaff, that the whole world has gone mad. The bulls and the bears have had their time in the sun, and their time on the dark face of the moon—what follows is a digested diary of our journey through the year 2020 so far.

October 8, 2020

Whatever one’s outlook, there have been times in 2020 when the markets seemed to echo one’s innermost thoughts, and times when we shout out like Falstaff, that the whole world has gone mad. The bulls and the bears have had their time in the sun, and their time on the dark face of the moon—what follows is a digested diary of our journey through the year 2020 so far.

October 6, 2020

Migraine and cataract therapies and a transit solution for vaccines such as Covid-19 are among the new cutting-edge innovations to be presented in the virtual 30th MedTech Investing Europe Conference on 21-22 October, 2020.

Migraine and cataract therapies and a transit solution for vaccines such as Covid-19 are among the new cutting-edge innovations to be presented in the virtual 30th MedTech Investing Europe Conference on 21-22 October, 2020.

October 3, 2020

Walton family’s Walmart sells Asda to British billionaire brothers, Persson family’s H&M closes 250 stores and ramps up online investment, Lotte Group prepares for the hands-free “untact” future today.

Walton family’s Walmart sells Asda to British billionaire brothers

Walmart, the world’s largest family business, has sold most of its ownership of the Asda supermarket chain in the UK after 21 years to a fledgling British family business owned by the billionaire Issa brothers for £6.8 billion ($8.7 billion).

September 30, 2020

Traditional finance theory tells us that markets are rational. Investors incorporate all public and private information when making their investment decisions. This school of thought is grappling with the field of behavioural finance, which asserts that human psychology and biases also act in an irrational way to influence these same investment decisions.

Traditional finance theory tells us that markets are rational. Investors incorporate all public and private information when making their investment decisions. This school of thought is grappling with the field of behavioural finance, which asserts that human psychology and biases also act in an irrational way to influence these same investment decisions.

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