Going from rising stars to fallen angels, a record number of corporate bonds were downgraded to high-yield status in 2020. Against a backdrop of economic expansion and the credit markets entering a multiyear upgrade cycle, see how a turnaround can happen for corporate bond investors.
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Real assets, like income-producing ranches, provide a hedge against inflation, and are an attractive investment for a diversified portfolio when managed correctly. With the right business plan for your ranch investment and enterprise, you can build the resiliency needed to capitalize on it.
With an ever-growing number of investors looking to incorporate their environmental, social, and governance (ESG) principles into their portfolios, responsible investing is no longer a niche investment approach—it’s mainstream. By understanding the choices available, investors can meet two interrelated primary objectives for their ESG goals: trying to influence companies to behave better and controlling what kind of companies they own.
The reopening economy hasn’t come without drawbacks—but compared with last year’s headaches, bond investors can expect a much less dramatic second half of 2021.
Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and inclusion. With this shift in mindset, the momentum demanding real action is gaining strength. But before real action can be witnessed, companies need to be able to quantify these issues and track their progress—that’s why so much effort is currently being spent on raising the bar when it comes to ESG disclosures.
From the tax-aware to the tax-focused investment manager, it is clear that there is no one-size-fits-all solution to most investors’ circumstances. But after decluttering and tidying the tax tactics, the essential aspects that can add value quickly becomes clear.
Investors may not be able to control the markets—but they can control their risks, values, and taxes. Find out how the rise of direct indexing makes it possible.
At the turn of the fourth quarter, it was safe to call 2021 a record-breaking year with $88B raised by US venture capital funds and the US VC dry powder at an all-time high of $212B. While the dizzying pace of investment is expected to slightly slow down in the coming months, the innovation economy is by and large healthy, even as the ecosystem faces some macro headwinds.
The pace of deal making was high in 2021, and it’s expected to continue in 2022. Looking forward, there are seven private equity trends that fund managers need to be aware of as they plan deals, develop, and execute value creation strategies and exit plans this year.
To help put 2021 in context and prepare for what 2022 has in store, we explore the investment themes and look at the prospects for continued inflation, tax changes out of Washington, the 2022 midterms, and much more.