Vimeo
LinkedIn
Instagram
Share |

portfolio building

January 12, 2021

The year 2020 will loom large on financial markets for many years to come. As we cautiously make our way out of the crisis, Duncan MacInnes and Fiona Ker review the more startling developments of the last year, share their insights into the ongoing recovery and look ahead to some of key challenges facing investors in 2021.

The year 2020 will loom large on financial markets for many years to come.

As we cautiously make our way out of the crisis, Duncan MacInnes and Fiona Ker, of Ruffer LLP, review the more startling developments of the last year, share their insights into the ongoing recovery and look ahead to some of key challenges facing investors in 2021.

January 5, 2021

Will support for environmental, social and governance (ESG) investing in the United States increase under the administration of President-elect Joe Biden? 

Will support for environmental, social and governance (ESG) investing in the United States increase under the administration of President-elect Joe Biden?

Broadly speaking, we believe the answer is yes—but we don’t expect this to lead to a sea change in ESG integration. To understand why, let’s dig under the surface a bit.

What to expect from a Biden administration

December 14, 2020

The 60/40 portfolio has served investors well for the past 50 years (1). It has been the allocation of choice for traditional balanced portfolios—60% in equities for the good times, 40% in bonds for the bad (and for the yield).

The 60/40 portfolio has served investors well for the past 50 years (1). It has been the allocation of choice for traditional balanced portfolios—60% in equities for the good times, 40% in bonds for the bad (and for the yield).

The past 50 years have been characterised by falling interest rates, low inflation and low volatility. A superb environment for both bonds and equities. But we may be entering a regime change which could see these conditions reverse.

December 9, 2020

Campden Wealth starts 2021 with a bang with its 7th virtual Fund Manager & Investment Event on 21 January, open to qualifying family offices and private investors.

Campden Wealth starts 2021 with a bang with its 7th virtual Fund Manager & Investment Event on 21 January, open to qualifying family offices and private investors.

A total of four funds or direct investments will present their strategies in the latest interactive 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.

December 9, 2020

Covid-19 has created challenges for short-term investment performance and fundraising, but the longer-term prospects are strong and the capital shift to real assets will continue. In 2021, more than ever, real assets are likely to be a source of attractive risk adjusted returns.

Covid-19 has created challenges for short-term investment performance and fundraising, but the longer-term prospects are strong and the capital shift to real assets will continue. In 2021, more than ever, real assets are likely to be a source of attractive risk adjusted returns.

December 3, 2020

Sustainable finance is an area that is really picking up traction in the private wealth and investment sphere, experiencing strong growth globally. The Global Sustainable Investment Alliance estimates there are more than $30 trillion in assets that fall under “sustainable” investment strategies.

Sustainable finance is an area that is really picking up traction in the private wealth and investment sphere, experiencing strong growth globally. The Global Sustainable Investment Alliance estimates there are more than $30 trillion in assets that fall under “sustainable” investment strategies.

November 26, 2020

The growing global $344 billion legal cannabis market is maturing, attracting sophisticated capital and proving attractive for family office investors seeking returns, says Chrystal Capital Partners.

The growing global $344 billion legal cannabis market is maturing, attracting sophisticated capital and proving attractive for family office investors seeking returns, says Chrystal Capital Partners.

Kingsley Wilson (pictured above), investment partner and co-founder of the London-based entrepreneurial corporate finance and investment house, discusses the opportunities and shatters the myths in the alternative asset class with Geordie Hadden-Paton (pictured below), investment associate at CCP.

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.

Click here >>
Close