Investment considerations for single family offices 2026
Four key considerations that we believe single family offices should have front and centre as they look optimise investment performance in line with their family values.
The investment world has moved beyond the era of abundance, zero interest rates, synchronised policy, and compressed risk premia. In its place stands a more complex and fragmented environment, one that we believe demands discernment, flexibility, and a new appreciation for the cost of capital.
Our 2026 Themes and Opportunities: Post-Consensus paper explores long-term structural shifts shaping the economy and investment landscape. It highlights an environment defined by competing forces of change, where growth is expected to come not from uniform market beta, but from differentiated, skill-driven opportunities across asset classes.
Over the coming year, we believe managing uncertainty in an age of divergence between regions, policies, and opportunities will be critical. Active judgment, rather than passive exposure, is likely to be a key determinant of long-term success.
The top considerations for single family offices in this environment focus on four key areas:
- Hedge funds: Strategic tools in a higher-for-longer interest rate environment
- Equity hedging: Practical applications for challenging markets
- Seeking to capture growth through impact investing
- Potential benefits of adding secondaries to portfolios
