The Week’s Best Articles
The Week’s Best Articles
The Week’s Best Articles
The Week’s Best Articles
This week: The Ruling Class, Bridgewater, and Vision Pro is here
This week: Succession, Rainmaking, and Manchester United
This week: Decluttering, Stanleys, and the Science of Muscle
This week: Taylor, AI, and Art Basel
This week: The Dangers of Influencing, YOLO Spending, and The Rizz
This week: Mrs. Bezos-to-be, AI, and the 23 Year Old Championship Coach
This week: The World’s Worst Art Collection, Government Debt, and Cold Showers
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This week: Culture Standstill, Chinese Private Equity, and Plastic Eating Bacteria
This week’s highlights: Building the Life You Want, Fewer Accountants, and Fake Dining
This week’s highlights: How America Got Mean, 24-hour Options, and the Malaria Vaccine
This week’s highlights: Bill Waterson, Marketing, and The Preppy Handbook (again)
The concept of “cost of capital” is not just something financial analysts pay attention to. We also think it is useful and relevant for families to consider as they design and deploy their portfolios. Our White Paper No. 68 discusses what cost of capital means in a family investment context and how it affects strategic…
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Our clients—like many investors—perceive that equity long/short hedge funds have, on average, not done a very good job of either hedging market risk or beating broad passive equity indices following the end of the Great Financial Crisis and the beginning of the subsequent bull market. Those perceptions are correct and spur a question that we…
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“Beware…inflation is coming!” warns virtually every market pundit and prognosticator. We agree that over the near term, inflation will be elevated, perhaps sharply so, as the world recovers from its self-imposed Covid isolation. What does that mean for our clients, however? Should they rush to reposition their portfolios into gold, Tips, commodities and value stocks…
President Biden’s proposed tax changes for corporations and wealthy individuals when he was a candidate are nearly identical to those recently proposed by his administration. This white paper (written when President Biden was still a candidate) examines how proposed tax policy changes might impact portfolio design and spending decisions. Download the white paper here »
Many investors are flummoxed when it comes to investing in China. On the one hand, it is one of the largest investment markets in the world. On the other hand, there are serious investment, geopolitical and ethical issues associated with China. Indeed, there are few investment topics that elicit as much spirited debate among our…
The last couple of months have been extremely eventful for all of us. First and foremost, we hope that you and your families continue to be well and that you are finding ways to navigate these very uncertain times. All of this uncertainty can create a sense of fear, and in the words of Warren…
Socially responsible investing is a fast-evolving area of interest for wealthy families. It can come in many forms and there is a fair degree of complexity involved for families trying to implement a responsible investing program. Greycourt’s latest white paper – Socially Responsible Investing for Families – examines some of the important factors for investors…
What are some common strategies used to optimize after-tax returns and exactly how valuable are they to a client’s portfolio? Is tax-loss harvesting more valuable than after-tax portfolio design? How can we determine the value of asset location strategies? These are critically important questions for clients and their advisors which we explore in our latest…
How concerned should you be about market liquidity? What sectors of the markets would be most affected in a liquidity crisis and how might such a crisis begin? Is contagion to other market sectors a real concern? These are important questions for investors, however their portfolios are currently deployed. Download the white paper here »
Since the Financial Crisis, investor confidence in their advisors has plummeted. Clients are wondering exactly what it is that advisors are doing for them and how to measure how well they are doing it. In this white paper, Greycourt outlines in detail the types of advice wealth advisors should be giving, and how clients can…
Despite the fact that over the past decade most long-only active equity managers have failed to produce attractive returns (after taxes, fees and inflation), investors continue to hire and hold these kinds of investments. Our latest white paper examines the decades of underperformance of active managers and possible explanations for the underperformance, as well as…
Most investors are well aware of the exceptional track record compiled by Yale University under the leadership of CIO David Swensen. But we suspect that far fewer investors are familiar with the Norway Government Pension Fund (NGPF), which can fairly be viewed as the “anti-Yale.” The NGPF is now the largest sovereign wealth fund in…