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What’s behind lower volatility forecasts: COVID-19 optimism or something more foreseeable? We take a deep dive into the numbers.

Screens and integration are essential yet distinct ESG incorporation techniques. Both are used to enhance the portfolio’s overall ESG characteristics but are quite different in terms of implementation and outcomes. The concepts are interconnected and lead to consequential decisions that can affect the performance of an investment portfolio, as well as real-world outcomes such as climate change or human rights.

Investors may be familiar with the many different ways the sale of a stock can be taxed, but the complexity of the code means there are optimal and suboptimal ways of navigating it. Using the five basic tools for building a comprehensive tax-management strategy is key to delivering highly tax-efficient investment performance.

Investors have shown renewed interest in President Biden's twin infrastructure proposals—the American Jobs Plan and the American Families Plan—and what they will mean for their portfolios. With a focus on the tax changes that more directly affect equity investors, the road ahead should have fewer dangerous curves than some initially feared.

The perceived benefits of put options as a tool to protect against equity drawdowns are often outweighed by their complexity, implementation, and ongoing costs (both economic and behavioral). Investors are better served by adjusting a portfolio’s asset allocation. For those investors who must pursue a tail-risk hedge, a list of potential pitfalls and solutions is provided in the form of a case study.

When the artist Beeple sold a digital work of art for $69 million, it caught the world’s attention especially because that one-of-a-kind digital art was a non-fungible token (NFT). In this episode, we’re taking a look at this emerging blockchain technology and exploring how NFTs are transforming digital artwork. What We Discussed in This Episode:

Over the last ten years, U.S. growth stocks have outperformed U.S. value stocks by an average 7.8% per year. This has led some to question the existence of the value premium. However, for U.S. investors with the appropriate risk budget, time horizon, and patience, the overweight to value stocks could help overcome a lower-return environment over the next decade.

When choosing among cash flow opportunities, from the prepayment of loan principal to various investments, investors may be best served by following a quantitative framework to maximize future returns while considering the funding and timing needs of their goals. Any strategy must balance generating greater potential returns with an investor’s behavior, risk tolerance, and liquidity needs over time.

Commodity investors have historically recognized a link between the strength of the U.S. dollar and the prices of commodities. Specifically, as the dollar strengthens against other major currencies, commodity prices generally tend to fall, and vice versa. A further examination is provided on why this may be the case, and whether it’s true at the individual commodity level as well as across all commodities, and what it ultimately means for investors.

Private equity has been an established asset class for institutional and private investors for well over two decades. The potential for outsize returns and exposure to the most exciting and innovative companies continues to drive investors toward the asset class.