Research Roundup: October 2023
- October 1, 2023: Vol. 10, Number 9

Research Roundup: October 2023


Juniper Square reports it is simple math — states with the biggest populations also have the greatest number of high-net-worth investors. But those investors don’t always cut the biggest checks. When we break things down per capita, a different picture of the real concentration of wealth in America emerges. Read the report, titled The surprising concentration of wealth in America, here.


UBS portfolio strategist Paul Guest says the timing is opportune for unlocking real estate opportunities. Read his rationale here.


Brookfield asserts there are three themes creating opportunities in global real estate. The organization makes its case here.


Clarion Partners says there is a case to be made in favor of the net-lease/sale-leaseback in Europe. Read about it here.


Cohen & Steers says investor approaches to employing real assets within their portfolio will vary. Whether looking to invest in individual asset classes or a multi-strategy blend, portfolio specialist Michelle Butler explains the three key historical benefits of a strategic allocation to real assets during this video.


Jessica Mellos, director of M&A consulting and services at Commonwealth, writes that navigating the M&A landscape can be exciting yet scary when thinking about selling your financial advisory firm. When the off-ramp approaches, will you be ready to make your exit? Read her advice here.


A podcast from Creative Planning explains how to minimize your tax bill in an era of rising taxes. Creative Planning podcast host and managing director John Hagensen leads the discussion here.


A report from Deloitte says space-tech is going to become table stakes for future business strategies. Access the report here.


Björn Jesch, global CIO at DWS, outlines the 10 themes for the year ahead. Read his thoughts here.


FS Investments points out that rising U.S. equity market concentration has played a key role in the stellar stock market returns over the first five months of 2023. Looking ahead, high concentration could present a perplexing and challenging market environment for investors. Download the report here.


The Franklin Templeton Institute reports that, although once considered a niche strategy, secondaries have matured and now represent a vital cog in the private equity ecosystem. The report is available here.


Goldman Sachs takes an inside look at family offices investing strategies. In this podcast, Meena Flynn and Sara Naison-Tarajano from Goldman Sachs’ Asset & Wealth Management business, and Ken Hirsch and Tony Pasquariello from Global Banking & Markets, break down the findings of the firm’s latest family office investment insights report here.


Guggenheim Partners says fixed income is now a buyer’s market. It explains its position here.


iCapital argues that investors should consider diversifying their credit exposure with asset-backed lending strategies, which can offer diversification within a fixed-income allocation. Read its paper on the subject here.


Hamish Chamberlayne, head of global sustainable equities at Janus Henderson Investors, considers the seismic changes that are happening to make renewable energy the new backbone of the global economy. Read his thesis here.


MassMutual takes on the annuities debate in a blog post titled, Annuities: Criticisms and rebuttals. It’s available here.


Moody’s Analytics warns that commercial real estate exposure in San Francisco is a growing concern. It explains the problem here.


Morningstar observes two major trends occurring for financial advisers. Learn about Morningstar’s findings here.


Natixis has published its 2023 Individual Investor Survey, and the document is downloadable here.


Looking for some insight into family office trends? Check out this video conversation from Tiedemann Global here.

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