Navigating Volatility: China Dynamics, Fiscal Challenges, and Proactive Wealth Planning
This Independent Thinking® issue addresses the rising volatility in global markets, focusing on the evolving economic relationship and trade tensions between the United States and China. It examines the implications of China’s slowing growth, U.S. fiscal deficits, and the impact of these trends on global investment strategies.
The journal provides insights on the importance of asset allocation, disciplined portfolio management, and planning for major life transitions such as business exits and retirement.
It also explores the role of illiquid investments in diversified portfolios and offers practical wealth planning strategies for individuals and couples.
Independent thinking®
VOLUME 33
Navigating Volatility: China Dynamics, Fiscal Challenges, and Proactive Wealth Planning
U.S.-China Trade Tensions and Global Growth – Analyzes how intensifying trade disputes and China’s slowing economic growth shape global markets and influence investment decisions.
The U.S. Fiscal Deficit and Federal Debt – Explores the historical context, current drivers, and future risks of America’s rising fiscal deficit and federal debt, and their potential impact on interest rates and economic stability.
The Value of Illiquid Investments – Features a Q&A with Blackstone on the role of illiquid assets in diversified portfolios, highlighting their potential to enhance returns and manage risk over the long term.
Preparing for Business Exits – Provides guidance on comprehensive pre- and post-transaction planning for business owners, emphasizing strategies to maximize value and ensure financial security after an exit.
