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December 5, 2022

Titanbay examines the long-term trends that drive tech’s performance, with an emphasis on the implications for private market investors. 

November 30, 2022

In the new Asia-Pacific Family Office Report 2022, Campden Wealth and Raffles Family Office reveal Asia-Pacific family offices are on the lookout for investment opportunities across new and old asset classes, as portfolio diversification and alternative investments become top priorities.

Family offices based in the Asia-Pacific region are increasingly adopting strategies to mitigate the adverse impact of inflation, according to the new Asia-Pacific Family Office Report 2022 by Campden Wealth and Raffles Family Office.

November 28, 2022

Private market vehicles can generate premium returns over publicly traded markets with lower volatility in large part because they take away the investors’ ability to precisely time when the money comes in and out, says Keith Brakebill of Russell Investments.

November 17, 2022

While the unsettling multiple whammy of COVID-19 pandemic, a global inflation spike, rising interest rates, geopolitical perils and potential looming recession have driven a reduction in investment risk towards a more conservative and balanced strategy, Family Offices have nevertheless developed a taste for tech, according to Campden Wealth and RBC's The North America Family Office Report 2022.

While the unsettling multiple whammy of COVID-19 pandemic, a global inflation spike, rising interest rates, geopolitical perils and potential looming recession have driven a reduction in investment risk towards a more conservative and balanced strategy, North American Family Offices have nevertheless developed a taste for tech.

November 16, 2022

Campden Wealth and Royal Bank Of Canada reveal North American family offices outperformed their global peers in the new North America Family Office Report 2022. Despite a reduction in investment risk, family offices remain committed to private equity and new technologies.

North American family offices have continued to see their collective wealth and investment returns grow despite the aftershocks of the COVID-19 pandemic and subsequent hike in inflation, interest rates and geopolitical risks, according to the North America Family Office Report 2022 by RBC and Campden Wealth.

November 14, 2022

Has the sell-off in long-dated bonds presented an opportunity to add risk to portfolios, asks Ruffer’s Jasmine Yeo?

Market sell-offs can provide the chance to buy quality assets at attractive valuations. Of course, if you can preserve capital as prices fall, then you’ll be better placed to take advantage of any opportunities that arise.

But buying equities isn’t the only way to dial up risk in portfolios today.

We see the recent falls at the long end of the US bond market as an opportunity worth grabbing.

November 4, 2022

Cash is trash. Cash is a melting ice cube. Going to cash is giving up... Ruffer investment director Duncan MacInnes says there's still life in the folding stuff yet!

Cash is trash. Cash is a melting ice cube. Going to cash is giving up.

Ruffer currently has the highest weighting to cash or cash-like assets in our history. We are concerned that liquidity is the new leverage and that a degradation of liquidity conditions poses an imminent danger to investor portfolios. 

So why, unlike other investment managers, are we comfortable owning cash today?

October 26, 2022

Minimising the negative societal consequences of an investment is no longer just a ‘Nice to have’. Investors today are increasingly prioritising positive and measurable environmental, governance or social outcomes alongside financial gains, says Russell Investments’ Samantha Steele.

Private equity markets have seen a surge of interest in impact investing in recent years. In a recent survey by Pitchbook, 65% of respondents managing external money said that they had offered impact strategies to their clients, up from 57% in 2021. However, challenges around transparency, reporting and access to opportunities are common. Here’s how a fund of funds approach can help.

October 24, 2022

Private markets investment platform Titanbay explores the dilemmas of investing in periods of uncertainty.

We all know that markets are particularly choppy and unpredictable right now. Buffeted by major geopolitical stresses, and against a backdrop of rising inflation and higher interest rates, investors may find it difficult to know which way to turn.

So, what does this mean for private equity performance? How do you navigate the current environment and what does history show us about trying to time the market?

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