Latest News

Leveraged Loan Investors May Sound the Alarm in 2019
- Investments
- North America
LATEST NEWS
Jan 28 - Feb 01. 2019
Investors have been pouring capital into leveraged loans for much of the past decade. But over the past few weeks, the market has been showing signs of weakness. Although there is no exact criteria for defining a leveraged loan, they are generally categorized based on how high the interest rate is and the creditworthiness of the borrower. A relatively high interest loan given to an individual or company with a poor credit history and a consid...
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U.S. Family Businesses Face Looming Succession Crisis
LATEST NEWS
Jan 28 - Feb 01. 2019
Despite a successful 16-year run as a medium-sized business, Montana-based Grandma Hoot Products was nearly liquidated in 2017. Owner Joyce Previte launched the condiment company in 2002, eventually bringing her husband Keith on board to manage sales and distribution. Now in their 60s, Joyce and Keith decided the business was simply too physically demanding to continue. However, their daughter wasn’t interested in taking over operations, wh...
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Latest Features

Unconventional Assets: Classic Cars as an Investment
- Lifestyle
Investor interest in classic cars has grown enormously in recent years. “This enthusiasm has been powered by a rise in the number of aficionados and a perception among some that historic cars are a ...
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Family Office Operations: How Much Can Be Automated With AI?
- Operations & Technology
The recent rise in artificial intelligence (AI) technology brings with it a promise of unparalleled automation and efficiency but will also reshape the global workforce. Highly structured and protocol...
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Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann
When Carl Tiedemann established Tiedemann Advisors in 1999, he wanted to offer clients two things: the freedom to fire their trustee and the flexibility of being deeply involved in the investment planning process. Tiedem...
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Grappling With Succession in a Family Business: Q&A With Wells Fargo’s Chris Pegg
- North America
- Profiles
Succession planning across multiple generations is likely to be one of the biggest struggles of managing a family business. Research from consulting firm Ernst & Young suggests that 80% of companies will change mana...
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Key Considerations for Family Offices in 2019

The latest edition of MarketCurrents takes a forward-looking view of 2019. We interviewed panelists who attended MarketC...
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Investment Trends : October 2018

MarketCurrents’ second annual investment trends report brings you the highlights of an invite-only summit which gather...
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