The Wealth Enterprise Briefing

There is an emerging movement within the stock market known as "fad investing," which you may want to avoid incorporating into your portfolio. Fad investing involves purchasing stocks solely based on the current trend or activity, without considering the genuine outlook of the company issuing the stock or the substantial factors driving the trend. Although investing in trends is not a novel concep...

China, the world’s second-largest economy, is facing a severe economic slowdown with growing concerns in the real estate sector. While the slowdown first looked to be an opportunity in a market with great promise, the mounting issues have some investors feeling wary. In this episode of The Wealth Enterprise Briefing , WE Family Offices' Managing Partner Michael Zeuner and Director of Macro Strateg...

In a recent installment of The Wealth Enterprise Briefing , we discuss the fundamentals of hedge funds and the role this private asset class can play in portfolios. Continuing our special hedge fund series, WE Family Offices' managing partner, Michael Zeuner , and senior investment manager, Matt Farrell, CAIA , explore how rate hike policies of worldwide central banks, as well as the current macro...

In a recent installment of The Wealth Enterprise Briefing, we explored the new window of opportunity that has opened within fixed income. Now, for this special podcast episode, WE Family Offices' managing partner, Michael Zeuner , and director of macro strategy, Sam Sudame , CFA, CAIA, CFP, return to delve even deeper into the promising areas within the sector to offer actionable steps for family...

2023 has been a challenging year for venture capital, not only for companies trying to raise capital, but also for their investors. During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices' Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA , sit down for a discussion about what family offices need to understand about the venture capital sp...

Within the equity market, green shoots are emerging that indicate the door may be opening to expand portfolio allocation toward this asset class – but not yet. Instead, statistics, macroeconomic factors and recent actions and comments from the Federal Reserve are indicating that now is finally the time to focus on fixed income. During this installment of The Wealth Enterprise Briefing podcast, WE...

In the latest episode of The Wealth Enterprise Briefing , WE Family Offices' Managing Partner, Michael Zeuner, and Senior Investment Manager, Matt Farrell, CAIA, explore the role hedge funds can play in portfolios and how they differ from traditional funds. Specifically, this podcast episode addresses the following questions: What is the role of hedge funds in a family's portfolio? How do hedge fu...

In this episode of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner sat down with Director of Macro Investment Strategy Sam Sudame, CFA, CAIA, CFP , to evaluate the current state of the capital markets as the future direction of interest rates, inflation levels and the probability of a U.S. recession all get called into question. Some of the topics Zeuner a...

WE Family Offices Managing Partner Michael Zeuner recently sat down with Senior Investment Manager Matt Farrell, CAIA , to call upon the latter’s extensive knowledge in private markets for a special conversation on the alternative asset class’s venture capital arm and why it has experienced challenges in the current post-Covid world. Some of the topics Zeuner and Farrell specifically address inclu...

Last year was an excellent year for investing in natural resources and commodities. However, now after a challenging start to 2023 with a potential looming recession, we question whether the time has passed to reap the benefit of commodities. WE Family Offices Managing Partner Michael Zeuner sat down with Director of Macro Investment Strategy Sam Sudame, CFA, CAIA, CFP , to offer a contrarian pers...

WE Family Offices Managing Partner Michael Zeuner recently sat down with Senior Investment Manager Matt Farrell, CAIA , to call upon the latter’s in-depth expertise in private and alternative markets for a special conversation exploring past, present and potential future private market activities, and how family offices can take advantage of the current environment. Some of the topics Zeuner and F...

WE Family Offices Managing Partner Michael Zeuner sat down again with Director of Macro Investment Strategy Sam Sudame, CFA, CAIA, CFP , for a special deep dive into what’s really happening with the federal debt ceiling situation and how that might impact investors who are investing in government securities, such as U.S. Treasury bills. Some of the topics Zeuner and Sudame specifically address inc...

As a broad number of economic statistics turn to the red, and the impacts of last year’s interest rate hikes appear, the risk of a recession in the U.S. is increasing. In fact, here at WE Family Offices , we believe a downturn could occur as early as the end of this year. Amidst this backdrop, WE Family Offices Managing Partner Michael Zeuner sat down with Director of Macro Investment Strategy Sam...

Earlier this year, Matt Farrell, senior investment manager and head of private investing at WE Family Offices , published a 2023 Outlook for Alternative Assets to help family offices navigate alternatives and help them better understand how to utilize them in portfolios to safeguard wealth. Now, as volatility in traditional asset classes persists, Farrell is joined by WE’s managing partner Michael...