The Luxembourg-based Capiva Plus Fund (in which Auréus and SemmieWealth invested hundreds of millions of euro's in client assets) generated an average annual return of 2.68 percent over the past five years. This is according to data from Morningstar . …

Wealthy investors who built large cash buffers after the pandemic may now face a different threat: the gradual erosion of their purchasing power, says JPMorgan Private Bank in an interview. The private bank says many clients remain heavily positioned in …

Private markets are no longer simply “alternative” investments or add-ons to family portfolios. As they become a core investment category, clients are increasingly looking to participate more actively. The average family office allocation to alternatives …

Although the AI rally is shifting from Silicon Valley to Asia, it offers investors little real diversification. Those seeking exposure outside US tech through emerging markets often end up in the same semiconductor supply chain anyway. The AI boom is no …

After decades of near-zero rates, the Bank of Japan's move toward tighter policy has pushed government bond yields to multi-decade highs, making Japan increasingly attractive to fixed-income investors both at home and in Europe. Japan has long been one of …

Fixed income investors are bracing for higher inflation. Yields on long-dated government bonds are rising globally, and markets are pricing in central bank rate hikes, even in the United States. At the same time, volatility remains so elevated that many …

Institutional investors are not questioning their exposure to private markets, but the way they deploy capital is changing. An environment of higher interest rates and slower exits is forcing allocators to manage liquidity risk more actively and become …

With the US 10-year Treasury yield at 4.6 percent and the 30-year yield trading above 5 percent, bonds are back as a serious competitor to equities. When investors can earn a risk-free 5 percent on a US Treasury bond, the stock market must offer a …

The largest wave of wealth migration on record is approaching. Affluent families are building international family office networks to spread assets across multiple countries and legal regimes. Around 165,000 millionaires are expected to relocate in 2026, …

Investors look at returns, but rarely at when those returns occur. That is a missed opportunity, because it matters greatly whether a price move takes place while the market is open or when the world sleeps. A fascinating paper by Barardehi, …

Capiva private markets fund had average return of 2.7 percent

JPMorgan tells wealthy clients: your cash is the risk now

Wealthy families seek more control in private market deals

Emerging markets offer little escape from US tech

Japan again a hunting ground for Europeans as yields surge

Fixed income investors: uncertainty spreads to the longer term

Institutional investors further tighten approach to private investments

American interest rates at critical levels

Global wealth migration accelerates as family offices go cross-border

The night lies