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December 10, 2020

We believe that vaccine prospects are likely to make 2021 a year of global economic recovery. While markets have priced in a fair amount of the good news, more gains seem possible as corporate profits rebound and central banks remain on hold.

We believe that vaccine prospects are likely to make 2021 a year of global economic recovery. While markets have priced in a fair amount of the good news, more gains seem possible as corporate profits rebound and central banks remain on hold.

With the world in the early post-recession recovery phase of the business cycle, our medium-term outlook for economies and corporate earnings is positive. We believe that 2021 will feature an extended period of low-inflation, low-interest rate growth that favours equities over bonds.

October 20, 2020

Transatlantic relations will be completely different depending on who becomes the next president. It is less US fiscal policy—which would be expansionary in any case—then international relations that are at stake for the next four years. For both Europe and China, the results of the US presidential election will be as important as for the United States.

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 4, 2020

Expanding family offices are finding themselves spoilt for choice in recruiting and retaining executive talent to help them navigate an increasingly complex and diversified investment space.

Expanding family offices are finding themselves spoilt for choice in recruiting and retaining executive talent to help them navigate an increasingly complex and diversified investment space.

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).

June 9, 2020

Before the Covid-19 pandemic, the main challenge posed to the dominance of the English legal system appeared to be Brexit. A flurry of English language courts opened in European cities, touting for business that would otherwise come to the English High Court. We know that imitation is the sincerest form of flattery, so is it any surprise that litigants—including ultra-wealthy clients—still choose the English Courts to resolve their disputes?

Before the Covid-19 pandemic, the main challenge posed to the dominance of the English legal system appeared to be Brexit. A flurry of English language courts opened in European cities, touting for business that would otherwise come to the English High Court. We know that imitation is the sincerest form of flattery, so is it any surprise that litigants—including ultra-wealthy clients—still choose the English Courts to resolve their disputes?

The appeal of English Courts

March 9, 2020

Paul and Wesley Karger founded TwinFocus Capital in 2006 to offer global ultra-high net worth professional investors, entrepreneurs and families a unique single family office feel within a multifamily office setting: the “multi-single family office”.

Paul and Wesley Karger founded TwinFocus Capital in 2006 to offer global ultra-high net worth professional investors, entrepreneurs and families a unique single family office feel within a multifamily office setting: the “multi-single family office”.

The Boston-based brothers’ firm now advises clients on more than $7.1 billion of assets and manages diversified direct investments in private equity and real estate.

February 19, 2020

Walmart is disappointed with festive consumer spending and Asda but online sales up 35%, JCB cuts UK production as the coronavirus hits Chinese suppliers, and fifth-generation US newspaper dynasty McClatchy Co files for bankruptcy.

Walmart disappointed with festive consumer spending and Asda but online sales up 35%.

Walmart, the world’s biggest family business with $524 billion in revenue and an economic bellwether, says holiday sales were weaker than anticipated despite online sales jumping 35% in the fiscal year.

February 12, 2020

Ronald Reagan ran in 1984 with a famous TV commercial which started with the line ‘It’s morning in America’. This was to signify that the best was yet to come. We think there is a chance, just a chance, that the UK could also be at the start of an exciting period.

Ronald Reagan ran in 1984 with a famous TV commercial which started with the line ‘It’s morning in America’. This was to signify that the best was yet to come. We think there is a chance, just a chance, that the UK could also be at the start of an exciting period.

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