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Colony Family Offices, in collaboration with Fidelity Investments, recently hosted a webinar featuring Gary Rossi, Head of Fidelity’s Personal Security Insights Program, who shared practical strategies to help individuals and families better protect themselves from evolving cyber and personal security threats. Key Takeaways: Cyber fraud and personal security risks continue to increase in sophistication, making […]
Read MoreGiven the news flow over the past few weeks, accompanied by financial market volatility, we are reaching out with a brief commentary piece to share our perspective. The attached provides a summary of our assessment of the macroeconomic backdrop and current portfolio positioning
Read MoreIn addition to a one-page executive summary, our most recent Investment Commentary includes a review of recent financial market results, our assessment of the macro backdrop, and an update on portfolio strategy. Here’s an overview: 2022 proved challenging for most asset categories as financial markets battled several headwinds, including high inflation, hawkish central banks, the […]
Read MoreIn light of recent financial market volatility, we have prepared a brief commentary piece to share our perspective.
Read MoreWe have recently published a full commentary which includes a review of recent financial market results, our assessment of the macro backdrop, and an update on portfolio strategy. Most asset categories have experienced gains so far this year as financial markets have been relatively calm. This is in sharp contrast to the surge in volatility […]
Read MoreIn our view, there remains a wide range of potential outcomes on the path forward, and this uncertainty could lead to market volatility. The intermediate-term economic outlook is largely dependent on the effectiveness and distribution of the COVID-19 vaccine. Our base case assumption is that economic recovery continues and interest rates remain low with ongoing policy accommodation. This backdrop should underpin financial markets and continue to prove favorable for risk assets like equities and credit. However, valuations are a bit stretched, particularly in US large-cap stocks.
Read MorePresidential elections often cause investor angst. And next week’s election is perhaps one of the most emotionally charged in decades. We’ve prepared the attached commentary to share our perspective. History shows that the political party in power is not a significant driver of long-term investment returns. That’s not to say US presidents and politics don’t […]
Read MoreFinancial markets have experienced an incredible amount of volatility thus far in 2020. Government efforts to contain the spread of the coronavirus resulted in a sudden stop of global economic activity, one of the deepest and sharpest recessions in modern history, and a broad selloff across risk assets. Government bond yields collapsed, benefitting from “safe haven” demand. […]
Read MoreFinancial markets have shown signs of stabilization as the economy begins to re-open, and risk assets have staged a strong recovery off their March lows. For example, the MSCI All Country World Index (global equity benchmark) has rallied approximately +38% from March 23rd through June 19th and now stands about -6% below its starting point […]
Read MoreFinancial market volatility has escalated over the last few days, reflecting a great deal of uncertainty. With investing, we believe it’s particularly important to be aware of what we don’t know. One of our favorite quotes is credited to Mark Twain, “It ain’t what you don’t know that gets you into trouble. It’s what you […]
Read MoreFears surrounding the coronavirus have rattled financial markets after a surge of cases outside of China were reported over the weekend, prompting concerns about new pockets of infection in Italy, Iran, and South Korea. Volatility spiked while stocks and other risk asset categories declined. The broad global equity market (MSCI All Country World Index) fell […]
Read MoreVolatility spiked early last week after President Trump upended the expectation for an imminent trade agreement. After concluding that the Chinese were reneging on terms they had agreed to during earlier bargaining rounds, Trump opted to more than double tariffs on $200 billion in Chinese imports. This tariff increase to 25% from 10% took effect […]
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