Vol 31 - - After the Great Heat?
- Ann Yu
- Jun 29
- 6 min read
June 29, 2025
Time flies - half of 2025 has already zipped by! And guess what? This little newsletter of ours has marched on, rain or shine, for four whole months!
Now as we slide into summer vacation mode (aka: school’s out, mom’s maxed out 👩👧☀️), the newsletter will take a short break. But don’t worry - we’re still alive and kicking on Facebook, IG, and WeChat!
That said… rumor has it we might’ve been a little too active on social media 😅 One reader even complained they were seeing our posts every. single. day. (Sorry but not sorry - we just have a lot of feelings to post about.)
Looking ahead to the second half of 2025, we’ve got some big plans brewing, like:
📍 Hong Kong Fintech Week x Startmeuphk Festival 2025
🗓️ November 3–4
🗺️ Location: Wan Chai Convention & Exhibition Centre
Jadewell Family Office will have a cozy little booth there, so come say hi - we’d love to catch up in person!
🪄 Even while the newsletter naps, our brainwaves and banter are still going strong. Inspiration never goes on vacation! 🪄
What's for the newsletter this week?
We joined this fascinating forum last week and walked away with lots of insights:
📌 How do seasoned pros time their entries into the market?
📌 And in the tidal wave of AI, which hidden gems might you be overlooking?
BlackRock unveiled six major trends on how family offices are rewriting the rules.
Some had us nodding enthusiastically🤓, while others had us doing a full-on eye roll 🙄. What’s your take?
J.P. Morgan Asia Hedge Fund Forum
1) How do seasoned pros time their entries into the market?
One hedge fund manager shared this classic trader truth:
"We love market volatility - after all, that’s where the money is. But let’s be real - no one’s on the winning side forever."
Then he tossed out a hypothetical that got everyone’s ears perked up 🎧:
"Imagine this:
Before the war broke out, Israel somehow called you. 'Hey, we’re about to bomb Iran,' he says. 'Adjust your portfolio - now!'
What would you do?"
If you're like most investors, you'd probably panic-sell your stocks, load up on gold and oil, and brace for impact. Seems like a no-brainer, right?
Except… looking back from today, those trades would've been completely off. Well - not entirely wrong, but definitely not the windfall you pictured scoring off your “superior intel.”
So what went sideways?
Simple: Markets change. Constantly.
🌀 The macro landscape shifts.
📊 Risk appetites evolve.
🧠 Investor mindsets transform.
What worked before might now backfire. Clinging to old playbooks can blind you to new realities.
And that same hedge fund manager left us with a killer line:
"The world may change, but your mind must stay sharp. When your stomach is full of butterflies and you feel like you just want to puke everything out - that’s probably the moment to strike.”
Basically, it’s Buffett’s “be greedy when others are fearful”... just recast from a calm house in Omaha to the blood-soaked battlefield of a trading floor.
But let’s face it - not everyone can be Buffett. And not everyone wants to live on the edge of puking everyday. 🤮
So here’s my more grounded take:
Chill out, bro.
The wise trader plays the long game. Don’t overreact, don’t overtrade. Markets are a marathon, not Fast & Furious. 🏁📉
2) Hidden AI Winners You Might Have Overlooked
Another hedge fund manager shared a few unexpected plays in the AI mega-trend - names I hadn’t been paying much attention to either:
1️⃣ United States – Everyone’s been buzzing about the AI supply chain, but here’s what’s flying under the radar: old-school storage hardware (yes, hard drives)!
With AI generating massive volumes of output - text, images, video - you need somewhere to put it all.
2️⃣ China – Unlike the U.S., China’s large language models are often open-source and cost-friendly. The real value? Whoever owns the distribution channels that connect those models to end-users.
3️⃣ Europe – As data centers sprout up across the continent, one big question looms: Is there enough power to support them all?
Hedge funds are leaning into Europe - with everything from defense titans to utility plays lighting up their pockets.
For your reference only. Not investment/product recommendations.
BlackRock's Latest Family Office Report
📝 Fresh Off the Press: BlackRock has just released its latest Global Family Office Report (download link here), and the results serve up six interesting takeaways:
🌍 1. Top Concern: Geopolitical Chaos
A whopping 84% of family offices cited “rapidly shifting geopolitical dynamics” as the No. 1 variable in future asset allocation. Global chessboard vibes? Absolutely. Risk is the new constant.
💸 2. The Alternative Investment Headache
72% of respondents called out “high and opaque fees” as a major pain point when it comes to Alternative Investments -up from just 40% last round. The takeaway? Investors are no longer quietly tolerating the cost of complexity.
🧐 3. Private Credit: Love It or Leave It
51% of family offices are bullish on private credit funds...But 21% remain skeptical.
To be honest, blind faith in low mark-to-market volatility or low historic default rates seems a little optimistic to us.
Private credit has grown fast - maybe too fast - and not every fund is worth the risks. Make sure to do your due diligence before investing! ⛔
🚆4. Infrastructure Funds Are Having a Moment
With built-in inflation protection and steady cash flows, infrastructure is hot.
75% of family offices are leaning in, while just 5% are pessimistic. Airports, energy grids, railways - it’s the new family office favorite.
🤝 5. External Partnerships: The Smart Outsource
As things get more complex, family offices are realizing: we can’t do it all alone.
Specialized analysis? Deep sector plays? Time to phone an external expert! (Like us, Jadewell Family Office… just saying 😉)
🤖 6. AI: Love to Invest, Not Ready to Use
Everyone agrees AI is “the future.”
But in practice? Tech hurdles, talent gaps, and plain-old cultural resistance are slowing adoption. The irony: family offices are eager to invest in AI companies, but rarely use the tech themselves.
Talk about admiring the future from a safe distance!
For your reference only. Not investment/product recommendations.
What to watch for the coming week?
China - Eco Data | Jun 30 (Mon) - China Manufacturing PMI for June |
US - Eco Data | Jul 1 (Tue) - FOMC Chair Powell Speech Jul 1 (Tue) - US Manufacturing PMI for June Jul 3 (Thu) - US Non-Farm Payroll, Unemployment Rate |
Others | Jun 30 (Mon) - UK 1Q GDP Jul 1 (Tue) - BoE Bailey Speech, ECB Lagarde Speech |
About Jadewell Family Office
Jadewell is committed to offering proactive, customized services akin to a “single-family office,” yet within the ease of a “multi-family office” environment.
Ann Yu
Co-Founder and CEO
Jadewell Family Office
FOR INSTITUTIONAL & PROFESSIONAL CLIENTS ONLY – NOT INTENDED FOR RETAIL CUSTOMER USETHESE ARE NOT STOCK OR PRODUCT RECOMMENDATIONS
This document is intended for informational purposes only. It should not be considered as advice or a recommendation for any specific investment product, strategy, plan feature, or any other purpose in any jurisdiction. It is educational and does not represent a commitment from Jadewell Family Office to participate in any mentioned transactions. Any examples used are generic, hypothetical, and for illustration purposes only.
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