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Against the backdrop of crisis and uncertainty, the 2020 U.S. presidential election presents key election issues pertaining to the economy. How will a potential Biden administration affect the economy and markets? An assessment of Biden’s proposed tax policies will show the expected impact. And if Trump wins, will it be the status quo and further refinement of the 2017 tax cut?

With the growing popularity of market-based or market-inspired solutions to addressing some of society’s biggest problems, philanthropy and private equity are no longer distant worlds. Today, the idea of venture philanthropy has become more widespread. How can donors—who are feeling the urgency of positive impatience—take a venture philanthropy approach?

The U.S. stock market is proving to be a headscratcher this year. Since taking a nosedive in March, the S&P 500 Index has racked up impressive gains of 56.4%. What's more, this successful run comes not only amid a pandemic, but also on the back of the sharpest contraction in the U.S. economy since the 1940s. This rally, led by technology stocks, is causing some to question the soundness of markets while point to a potential dislocation between economic data and equity values.

Even as markets improve, investors may not be ready to reembrace risk. Closed-end fund activity offers a surprising view.

Can investors capture market returns and harvest tax losses amid periods of high volatility? Find out how the markets in 2020 and in 2008 provide guidance for beneficial tax management during a crisis.

Will the Vatican’s “clean and renewable” energy announcement impact fossil fuel investors? Learn more about the changes to Catholic investing, including how the three priniciples of doing no harm, active corporation participation, and positive strategies can address the market realities.

Despite hard times for the broader economy, investors fared surprisingly well throughout the COVID-19 pandemic. What should they do now that the big R has arrived?

Dealing with COVID-19 remains an uphill slog. However, markets have demonstrated a mixture of confidence and belief. But a V-shaped recovery is not expected. For an investor, this means being realistic about return expectations while being aware of the long-term issues underpinning markets. Inside this report we look at the economic outlook as global economies try to get back on their feet. It is also a good time to understand why strategic asset allocation and ESG investment are central to the ascent.

How much to spend is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance four factors—purpose, conditions and trends, time horizons, and assets for mission—especially in times of greater crisis or opportunity. It leaves the final decision to you, without judgment for your payout amount, lifespan, or mission.

There are parallels between the economic impact of COVID-19 and that of the 1918 flu pandemic—but how do they stack up from a market perspective?