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As the surge of interest in creating a more just and equal economic system gathers force and begins to translate into real action, so do its detractors. From an investment perspective, the source of tension tends to occur when it links gender and racial diversity to financial performance. But there’s more to the discussion when it comes to building a more inclusive world, including the value it holds for investors who want to use their portfolios to move equity of opportunity forward.

Municipal bond yields have finally begun to move higher. The surge is a natural and healthy development—reflective of an improving economic landscape but not a marked upshift in inflation. In this environment, see where muni investors can find opportunity and capitalize.

There’s a common sentiment that COVID-19 will have an impact on investment strategies and the types of investors that will be active over the next few years. While 2021 may turn into a feeding frenzy for private equity, longer-term investors can remain as selective as they’ve always been. Corporate acquirers, meanwhile, won’t simply buy market share because acquisition targets have lower valuations, but they will align their mergers and acquisitions (M&A) strategy on both the buy side and sell side with their long-term business plan.

Just because a small business or startup makes it beyond its initial launch phase and sees some early commercial success doesn’t mean its challenges are over. In this podcast, learn about three important topics—including key metrics in the early growth stages—for business leaders buying into startups, creating value over time, and what happens when you’re ready to get out.

Many are rethinking their asset allocations beyond traditional asset classes and are seeking new and creative ways to better diversify their investment portfolios, increase returns, and reduce risk. Turning to alternative investments—with a focus on private investment funds—see what you should know and consider when choosing to add them in the mix of your investment portfolios and asset allocation. There are pros and cons, and being well-informed is critical to making better investment decisions.

No one should be surprised to see bouts of volatility in the market, including larger equity drawdowns. Uncertainty remains high at the start of 2021, with the world in a state of transition and optimistically moving from alarming levels of COVID-19 infections to a growing percentage of the population vaccinated. Buoyed by supportive monetary and fiscal policies, the economy should continue its recovery. China may also resurface as a market mover.

2020 was a chaotic year for many industries and the COVID-19 pandemic created a host of challenges for providers in the home health and hospice space. For investors and business owners in that space, the year ended with robust M&A activity in the hospice sector while the home health M&A activity remained dormant. Looking at the trends and challenges of 2020, what can investors and business owners expect in 2021?

Regardless of the sector, nearly every healthcare organization has made significant investments in technology, as data and computing became essential in the healthcare setting during the COVID-19 pandemic. In addition to the pandemic, healthcare IT saw an uptick in M&A activity in certain sub-sectors. For those looking at potential investment deals in the healthcare sector, what can they learn from the trends in 2020 and what can they expect in 2021?

U.S. stock market performance, as measured by the S&P 500, has been driven by a small number of stocks over the past few years. The top five holdings now represent 21.9% of the S&P 500 as of December 31, 2020. It is also striking that each of the top five holdings share a common theme: technology and e-commerce. While investors shouldn’t give up on the S&P 500, there are possible alternatives that investors might want to consider.

The events of the last year have made the traditionally predictable world of real estate more chaotic and unclear. For family offices that invest in real estate, it means recognizing that every phase of their real estate investment brings on risk that can threaten its success and reputation. To remain competitive in the market, it is time to reflect on the past year, chart a course for success, and evaluate the risk philosophy and strategies.