Insights and Commentary…

Investment Insights

Monthly Market Insights: February 2024

After experiencing some profit-taking to start the year, the S&P 500 made a new all-time high, and the Federal Reserve remains on track to start cutting rates despite strong economic growth. In our monthly market insights piece, we offer our analysis of the present economic environment and outlook for the markets.

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Investment Insights

Market Outlook: Top Ten Investment Themes for 2024

Element Pointe is pleased to present our Market Outlook: Top Ten Investment Themes for 2024…In this piece, we highlight our views on the economy and explore some of the key topics that we believe will impact markets in 2024.

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Family Office Insights

Unlocking the Potential of your Single-Family Office: Outsourcing Investment Management to an Independent Advisory Firm

Single-family offices (SFOs) play a pivotal role in managing the wealth and financial affairs of affluent families. As the complexity of investment strategies and regulatory demands continues to grow, SFOs can benefit from turning to independent, fee-only advisory firms to manage their investment portfolios. This strategic decision to outsource the investment management function brings with […]

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Investment Insights

Monthly Market Insights: December 2023

U.S. equity and bond markets had positive returns in November, driven by investors’ increased confidence in the Fed’s ability to control inflation without triggering a recession. In our monthly market insights piece, we present our thoughts on the current economic landscape and outlook for the markets.

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Investment Insights

Monthly Market Insights: November 2023

In our monthly market insights piece, we cover the current state of the economy and share our views on the path forward.

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Family Office Insights

The Value of an Independent Multi-Family Office for Ultra High Net Worth Families

Ultra high net worth (UHNW) families, which we define as substantial wealth in excess of $100 million, often face a complex web of financial, legal, investment, and lifestyle management challenges. Preserving and growing such wealth necessitates a high level of expertise, strategic planning, and dedicated resources. While some UHNW families opt for establishing a single […]

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