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Insights

Investment Insights

REPORT

2025 Investment Insights for Single Family Offices

Our 2025 Investment Insights for Single Family Offices report explores the priorities and intentions of 282 family office investment decision-makers, most with $500M ‒ $5B in assets under management. This research study is backed by our decades of experience with family offices around the globe.

A “Good Enough” Job Market
Article  |  Chart of the Week

By no measure are we seeing a booming job market, but we are also not seeing a deteriorating one. In fact, current labor metrics lead us to conclude that the job market remains “good enough” to support our economic growth expectations for the year.

From the Analyst's Desk: The Case for AI
Article  |  Investments

Artificial intelligence and the opportunities it is creating to drive efficiencies and improve corporate profit margins are front and center for many investors. We believe the hype is justified as the technology continues to disrupt the status quo. Learn how we are evaluating the appeal of the AI investment theme.

Economic and Markets Outlook
WEBCAST | INVESTMENTS

Watch our April 28 webcast and learn our investment team's perspective on what to watch for amid the persistent market volatility and where we see investment opportunities. Global Head of Investments and Wealth Jose Minaya joined to share his views on how to capitalize on periods of market dislocations.

Turning Point in Private Assets
Podcast  |  Investments

Head of Alternative Investments Paul Vittone meets with members of his team to discuss the dynamic private assets investment landscape and opportunities they are seeing in the year ahead.

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