FINVIA BLOG

Economic situation & politics

wealth management

Concentration risks on the US equity market and how to avoid them

29.4.2024

Benjamin Moritz

We are currently seeing a high concentration of large technology companies such as Apple and Google in leading share indices such as the S&P 500 and the MSCI USA on the US stock market. A constellation reminiscent of the dotcom bubble in 2000. So what can investors do to avoid the risk of overvaluation in their portfolio?

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Concentration risks on the US equity market and how to avoid them

wealth management

Capital market forecasts for the 2024 US elections

In 2024, Democrats and Republicans will once again face each other in the US presidential election. A decision that will not only have political consequences. What predictions can be made for the capital markets in the event of a Biden or Trump victory? And what should investors hope for to ensure a good investment period?

Family Office Services

The European Family Office Report 2023

In 2023, Campden conducted a survey among family offices in cooperation with HSBC to shed light on how they dealt with the challenges of 2022. The result: family offices demonstrated resilience even in times of crisis. So what is their secret? Looking at the data, we put ourselves to the test and explain what investors can learn from the results.

Family Office Services

EY Global Wealth Management Research Report

EY's Global Wealth Management Research Report 2023 reveals: Investors want more advice, multichannel presence and transparency from financial service providers. But what does this mean for family offices and how is FINVIA responding to the growing demands of its clients?

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