By Asset Allocator Journal Staff
The Financial Times reports that Harvard and Yale have begun disclosing detailed breakdowns of their private market holdings, spanning private equity, venture capital, and real estate. The schools are revealing performance metrics, multi-year return patterns, and liquidity profiles amid pressure for transparency. The move challenges longstanding opacity in elite endowment investment strategies.
According to Advisor Perspectives, AI is quietly revolutionizing infrastructure investing by enabling predictive maintenance, project planning, and energy optimization. These tools are reducing operational costs and boosting asset reliability in sectors once dominated by manual processes. The shift is cutting across utilities, transport, and energy assets, reshaping valuation perspectives.
In a separate Advisor Perspectives analysis, Enterprise Products Partners is highlighted as a compelling income asset within the energy infrastructure space. With resilient fee-based cash flows and a steady distribution history, the company stands firm despite volatility. Tax-advantaged structures and natural gas logistics advantages further bolster its case for stability.
The Financial Times notes a pullback in European luxury stocks, driven by softer sales in Asia and sustained currency headwinds. Companies such as LVMH and Richemont saw share prices dip as China’s consumption recovery lost momentum. Broader concerns include subdued spending from younger cohorts and FX pressures.
Per Advisor Perspectives, a proposed U.S. tax bill includes sweeping reforms affecting business owners—modifying pass-through deduction rules, estate tax thresholds, and depreciation schedules. Advisors are updating succession plans and entity structures in response. The article stresses that final legislative outcomes remain uncertain but potentially impactful on liquidity and valuations.
The Financial Times highlights that Norges Bank Investment Management, overseer of Norway’s sovereign wealth fund, is pressing for corporate pay reform by signaling votes against excessive executive compensation. It has asked portfolio firms to better align pay with performance outcomes. The initiative reflects growing investor appetite for stronger governance norms.
BM Magazine notes the UK High Court has dismissed a legal challenge to Labour’s proposed VAT on private school tuition. If enacted, the policy could significantly increase costs for middle-income families using independent schools. The court ruled such taxation determinations are a legitimate use of government discretion.
WealthManagement.com reports that retirement policyholders are under stress as insurers like long-term care and life carriers adjust pricing and coverage due to interest rate shifts and soaring costs. Advisors should review portfolios to assess client exposure. Contracts issued under older conditions face heightened risk of repricing or policy termination.
