SVB Private Perspectives

As we step closer into fall, challenges like re-acceleration in COVID-19 cases, election season, and the ripple effect of China tensions are still on the horizon. In this week’s CIO Update, Shannon discusses reasons behind the lag in passing another fiscal stimulus package.

This summer poses many challenges for people to consider even though markets are historically slow during this time. In this week’s CIO Update, Shannon Saccocia discusses the re-escalation of tensions between the U.S. and China, and how it could impact the U.S., China, and global economies and markets longer term.

Edward Marshall, Managing Director at Boston Private, is joined by Mary Klein, Jamie Ritchie and Ron Varney to discuss the art, wine and spirits, and collectibles spaces and how family offices view these industries. The discussion includes the effect of COVID-19 on these markets and lessons learned from previous downturns, how family offices can start and support a collection, risk management considerations and engaging next-gen in collections.

As stay-at-home stocks rise again along with a virus resurgence, investors wonder if these companies can continue their winning ways post-pandemic. In this week’s CIO Update, Shannon Saccocia discusses how investors should evaluate the durability of these businesses through a different lens.

Edward Marshall, Managing Director at Boston Private, is joined by consolidated reporting professionals who specialize in supporting family offices. Rick Higgins, Padman Perumal and Eric Poirier discuss the history of consolidated reporting, innovations on the horizon, best practices for families looking to start or improve reporting and risk management considerations.

With no guidance to go on and one of the worst quarters on record for the U.S. economy behind us, it is no surprise that investors have low expectations for second quarter earnings. Shannon Saccocia discusses three things that investors should look to take away from this season’s earnings reports besides the beats and misses.

Value has historically outperformed growth investments, however several factors have contributed to a switch in the dynamic leading to a concentration of growth stocks since the global financial crisis. Will this dynamic persist or will there be a rotation to value? Listen now as Chief Investment Officer Shannon Saccocia provides our analysis.

Is Facebook acting responsibly? SRI, ESG and Impact Investing - all ways in which Investors are increasingly looking for vehicles to invest responsibly and in a way that aligns with their values. Performing well by doing good is gaining popularity with investors. Shannon Saccocia weighs the social media landscape against socially responsible investing opportunities.

Listen to our discussion with the founders of The Chertoff Group, Former United States Secretary of Homeland Security Michael Chertoff and Chad Sweet, Former Chief of Staff of the Department of Homeland Security.

Edward Marshall, Managing Director at Boston Private, is joined by three different family office principals, Sam Bonsey, Justin Rockefeller and Liesel Pritzker Simmons, who discuss their unique insights as investors and pioneers in the impact investing space. Their conversation includes trends for family offices, the state of impact investing during COVID-19 and best practices for family offices looking to start or deepen their impact investing activities.