Japan’s Return on Equity Regime Shift
Japan’s return on equity (ROE) has undergone a measurable structural improvement over the past decade. This Japan ROE regime shift […]
Investments
Selective Positioning for 2026: Cycles, Essentials, and Credit Asymmetry
As we determine our 2026 portfolio positioning, we are highlighting a small set of themes where we believe the risk–reward
From Satellite to Core: How Alternative Investments Are Changing Wealth Management
For much of the past several decades, wealth management followed a familiar script: public equities for growth, fixed income for
AI: It’s not like the dot-com bubble, but it’s still a bubble.
There has been a lot of talk lately about whether the AI boom is actually a bubble. Most of the
Asset Tokenization: The Next Frontier in Investment Strategy
Asset tokenization—the process of converting real-world assets into blockchain-based digital tokens—is gaining growing attention as a potential shift in the
The Diversification Illusion: How Indexing Turned Passive Investing into a Single Risk Bet
The S&P 500 and other large-cap benchmarks such as the Nasdaq-100 and Dow Jones Industrial Average have grown spectacularly over
Venture Capital 101: A Practical Guide for Family Offices
Over 40% of today’s Fortune 500 companies began as venture-backed startups, from Apple and Intel to biotechnology pioneers that transformed
2025 Summary Mid-Year Outlook: Repositioning with Intention
Download entire outlook: Executive Summary This synoptic mid-year outlook summarizes key insights from recent reports published by leading global financial
One Big Beautiful Bill Act: What are the Key Changes for Wealthy Individuals and Businesses
The One Big Beautiful Bill Act (OBBBA), signed into law by President Donald Trump on July 4, 2025, represents the
Trump’s 2025 Tariffs: A Critical Inflection Point for Investors
Trump’s 2025 tariffs announced on April 2nd are more than another chapter in trade policy—they mark a fundamental turning point