The intent of this piece is to communicate the economic indicators that help to monitor in real time whether approaching deflation or accelerating inflation is on the horizon.
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Despite heightened fears of a double-digit recession, we see plentiful evidence of improving, equity-friendly fundamentals. Global economies are growing again, and large multinational companies are benefiting from exposure to healthier emerging markets.
To realize the social benefits their donors seek, foundations must clearly define their missions, create spend policies that correspond with those missions and set investment strategies that suit those policies.
Researchers measure differences in wealth across countries and the extent of change during the past decade. They examine patterns of wealth geographically and by gender, as well as differences in household portfolios.
Longer life expectancies and financial pressures are prompting a general reassessment of traditional retirement. Attitudes among the wealthy have already shifted, with many planning to continue working even if they have little need to do so.
The authors offer insight into how to minimize the down side and maximize recovery in failed investments by providing an initial framework to ensure the right alternatives are identified and evaluated and the most appropriate courses of action are selected.
Senior security, floating interest payments and covenant protection make these loans a unique asset class. Their historically steady returns, low volatility and negative correlation with investment-grade fixed income could enhance returns while reducing portfolio volatility.
Putting a financial value on social outcomes can help funders determine whether an organization is worth supporting, understand the impact that grantees are having and identify where organizations need help.
Family offices should develop an understanding of the requirements for health care benefit plans, implement the requirements on a timely basis and then continually monitor ongoing compliance.
Recognizing the importance of creating an investment process that makes operational due diligence an integral part of the investment process is a key component to minimizing operational risk associated with multi-strategy credit and distressed debt manager investments.