The @UBS 'Global #FamilyOffice Report 2019' holds some interesting #Insights...Some takeaways (1/10) ubs.com/global/en/weal… #GlobalTrends #Investing Image
2/10 #FamilyOffice #trends: General overview...Recession fears rising, returns fade, #PE best performer, #RE gaining traction, #ESG & #Tech is best longterm plays, #Geopolitics risks rising & #CyberSec is key concern... ImageImage
3/10 #FamilyOffice #trends: The family office trend really got on it's way since 2000 with the GFC acting as further catalyst as wealthy families got tired of what the major Wall Street players served up & decided to take control and bring key functions in-house...#Wealth Image
4/10 #FamilyOffice #trends: Strategic #AssetAllocation trends - gen. overview, by region & AUM categories & proportion of family offices that expect to change their allocations in 2020...#Investing ImageImageImage
5/10 #FamilyOffice #trends: How they a preparing for the next downturn in the economic cycle...#RiskManagement Image
6/10 #FamilyOffice #trends: Overview of allocation for direct #investments by sector...#Tech & #RE the leaders... Image
7/10 #FamilyOffice #trends: #SustainableInvesting & #ESG preferred approaches, Current allocation levels & meeting performance expectations...#Investing #GlobalTrends ImageImageImage
8/10 #FamilyOffice #trends: Areas to consider, #GeoPolitics and the economy...#USvsChinaRisks #Recession #EMs #UK #Populism Image
9/10 #FamilyOffice #trends: Key #Tech trends to consider...#AI, #Blockchain, #Automation...Oh and most UHNW's don't plan on colonising the moon or they are keeping their cards close to the chest... Image
10/10 #FamilyOffice #trends: Key employee #salary and bonus structures/levels...It pays best to be working in #EU & #NorthAmerica, thought w. cost/standard of living considerations select #EMs may also be attractive... ImageImage

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More from @LibrariumViews

Dec 18, 2021
The slides from a presentation I did recently on seeking to understanding and #insight in today's world...(1/30) #Thread Image
2/30 Image
3/30 Image
Read 30 tweets
Sep 22, 2020
The CBO has dropped the '2020 long-term budget outlook' - It's not pretty...cbo.gov/system/files/2… #US #USeconomy #Debt #FiscalMonetaryMelt #Macro #Risk Some take aways...(1/5)
2/5 #US federal #deficits, #debt, spending & revenues...#Macro #Risk ImageImageImageImage
3/5 #US looking for some revenues...#tax bracket creep...An attempt at some humour; modelling potential cuts to deficit to keep debt equal to 100% of GDP...Consequences of rising #debt & some historic context...#Deficits 2020-2030...#Macro #Risk ImageImageImageImage
Read 5 tweets
Sep 14, 2020
The Tower of Basel dropped the 'Quarterly Review: International banking & financial market developments' so I loaded up on espresso & blueberries & dove in2 this trove of soothing CB lingo mixed with some Sufi wisdom & colourful illlus: bis.org/publ/qtrpdf/r_… Some takeaways 1/5
2/5 Riddle me this; "Stock markets rebound unevenly amid downgraded earnings expectations." & "Corp #credit spreads tighten despite indications of persistently high credit #risk" & "funding costs for #EM sovs drop despite weak pf inflows." ImageImageImageImage
3/5 Heads up: "Firms desired leverage can be excessive if companies do not account for all financial distress costs..." "Share buybacks rose just as valuations began to rise..." & "#Credit #risk rose with leverage but it only revealed itself during market stress..." ImageImageImageImage
Read 6 tweets
Sep 6, 2020
WIPO has published their +400 page 'Global #Innovation Index 2020: Who will finance innovation report out...full of insights...here are a few key takeaways...(1/3) Bracing for a downturn & impact from the economic slowdown... ImageImage
2/3 #VC penetration in select economies...The global leaders in #innovation by nations...The top #Science & #Technology clusters globally...Rising innovation achievers...#InvestingInInnovation ImageImageImageImage
3/3 Top R&D spending by sector as share of global top R&D spenders...Top R&D spending firm by sector...Share of global #VC inv by sector...The positive relationship between #innovation & development... ImageImageImage
Read 4 tweets
Aug 28, 2020
Get the weekend started right...

Shot... Image
Chaser... Image
Another shot... Image
Read 4 tweets
Aug 9, 2020
@McKinsey_MGI has a report out titled; '#Risk, resilience & rebalancing in global value chains' it holds some good insights into trends in #GlobalTrade...Here are some takeaways...1/4 Large companies has global #SupplyChains w. 1000s of suppliers, disruption risks varies...
2/4 #Globalisation has been changing in the last decade, sector concentration varies between industries, poten. losses from #SupplyChain disruptions can be as high as 42% of 1 years EBITDA..Supply chain #shocks are becoming more frequent & severe...
3/4 Overviews of global production distribution of select industries - #Automotive, #Semiconductor & #Pharma...Concentration can be a key source of vulnerability...#SupplyChains #Risk #Macro #GlobalTrade
Read 4 tweets

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