April 14, 2021 An Early Spring For Cryptoassets by Christopher Brigham, Paul Robertson, Matthew D. Palazzolo The recent surge in cryptoassets has been unmissable. But the fundamental progress in the past few years is even more important. How can investors think about the impact of crypto on their portfolios? Alternatives, Currency, Disruption, Tech & Innovation Likes 0 SHARE Bookmarks
April 13, 2021 When a Traditional Will Won’t Do by Emily Neubert, Jennifer Ostberg The typical estate plan focuses on administration, tax considerations, and proper legal documents. But a family’s overall relationship to wealth can be improved when estate planning addresses interpersonal aspects that traditional plans tend to overlook. Family Engagement, Family Offices, Global Families, Philanthropy, Trust & Estates Likes 0 SHARE Bookmarks
April 08, 2021 Global Equities: Reviewing the Risks to Recovery by Christopher Hogbin Global stocks rose in the first quarter, but volatile trading patterns reminded investors that the road to normal will be bumpy. By carefully considering the risks that lie ahead, equity investors can prepare for the next phase of pandemic recovery. Coronavirus, Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
April 07, 2021 Banks Roll Out the Welcome Mat for Higher Rates by Todd Buechs, Michael Howard Bank stocks remained near March lows last year. But now that interest rates are moving higher, bank stocks should benefit. Will investors take notice? Capital Markets Outlook, Equities, Rising Rates Likes 0 SHARE Bookmarks
March 31, 2021 Beyond Renewables, Low-Carbon Investing Eyes Energy Efficiency by Kent Hargis, Sammy Suzuki, Roy Maslen Low-carbon investing naturally leans toward renewable energy opportunities. But more industrial companies are taking the extra step to lower emissions with efficient energy technologies and by more accurately measuring their carbon footprint. Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 30, 2021 Stocks Can Surmount a Return of Inflation by Walt Czaicki, David Wong As US inflation expectations grow, many investors are concerned about the potential impact on stocks. Our research shows that US equities have delivered solid returns during periods of moderate inflation for more than seven decades. Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
March 25, 2021 Delivering a Net-Zero World—on Time by David Tsoupros Companies globally are racing to reduce their carbon emissions. But what does it really take to achieve ambitious green targets? Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 23, 2021 Got Cash? Here’s How to Move Off the Sidelines by Stacie Jacobsen, Adam Sansiveri Athletes that have reached the top of their game have spent a lifetime honing their skills, not letting any opportunities pass them by. That same determination should be applied to their hard-earned cash. Athletes & Entertainers, Wealth Planning Likes 0 SHARE Bookmarks
March 22, 2021 Digging for Value in Struggling European Stocks by Tawhid Ali, Andrew Birse European stocks have lagged developed market peers. But selective equity investors can find promising potential in undervalued companies that are poised to recover in a post-pandemic world. Coronavirus, Equities Likes 0 SHARE Bookmarks
March 16, 2021 Who Wins Over Time—Active or Passive? Depends on the Cycle by Greg Young, Craig Storch Oceans of ink have been spilled debating which is better in the long run: Active managers in search of market-beating stocks, or passive managers who simply mimic the market. Judging by the last decade, proponents of the passive camp seem to have the match sewn up. But is there more to the story than meets the eye? Active & Passive , Equities Likes 0 SHARE Bookmarks
March 11, 2021 Is Your Portfolio Prepared for Inflation? by Ronit Walny, David Wong, Mark Gleason Investments behave differently during inflationary periods. A few adjustments can prepare your portfolio for what may come. Equities, Fixed Income, Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
March 04, 2021 Looking to Transfer Your Wealth? Consider Alts by Andrea Kushner, Alexander Chaloff Investors pursue alternative investments for both their attractive risk-adjusted returns and diversification principles. But for many wealthy families, there’s a hidden bonus: Alternatives provide an excellent source of wealth transfer opportunities. Philanthropy, Trust & Estates, Wealth Planning Likes 0 SHARE Bookmarks
March 02, 2021 It’s Finally Time to Deal with That Cash by Aaron Bates, Stacie Jacobsen, Matthew D. Palazzolo Investing large sums can be intimidating. But deferring the decision won’t make it go away. We’ve pulled together our best advice for investors who are finally ready to deal with their cash. Alternatives, Business Owners, Equities, Fixed Income, Volatility Likes 1 SHARE Bookmarks