Investment Management

Resource Search

Breakout 3: Tax Reform's Impact for Investors
Publish Date

The recently passed tax reform legislation will impact your investments, your legal entities, and your cash flow. This session will discuss what family offices can do to preserve deductions, explore the changes in how investment losses will be characterized, and explore other ramifications of the significant new tax legislation.

Breakout 4: Opportunities in Disruptive Technologies: Cybersecurity, Robotics, and the Internet of Things
Publish Date

Investing is often focused on the shorter term. Only a few investors, with long-term capital, longterm incentives, and a long-term perspective can participate in long-term Thematic Investing: investing that is driven by the power of technological, demographic, and social/political change. We will explore some of the metrics that are driving Cybersecurity, Robotics, and the Internet of Things as long-term investment themes.

2018 Annual Outlook: Peak Central Bank
Publish Date

In 2017, investors experienced the best of all possible worlds—uncommon synchronized global growth, strong acceleration in corporate earnings and continuing unprecedented monetary support—that fueled capital market appreciation across the globe. However, investors face a looming milestone in 2018, as they approach Peak Central Bank. The U.S. is well into its monetary normalization phase and other countries will begin to follow. Will the impact of shrinking central bank balance sheets remove the support investors have enjoyed for nearly a decade?

2018 Year Ahead: Taxes, The Economy and Where to Look for Growth
Publish Date

From news out of Washington, to improving global growth and strong corporate profits, a number of factors could shape the markets in 2018, including the impact of the recent Tax Reform Bill may have on your portfolio. Christopher Hyzy, Chief Investment Officer for Bank of America Global Wealth & Investment Management, provides important insights into opportunities and risks in the coming year—and what it could all mean for you.

Food, Forests, Fuel, and Real Estate
Publish Date

When looking beyond the short-term demand factors, there are several long-term secular themes that are positive for specialty assets. Most notably among them, growing populations, increasing spending power of the emerging market middle class, and rising urbanization.

First Quarter 2018 Outlook
Publish Date

The set of factors and circumstances which together produced 2017's robust investment returns might be described as a "Goldilocks" scenario, one in which the positive forces pressing on the global economy and financial markets were warming noticeably, but not so hot already as to prompt dramatic cooling efforts from central bankers.

The Global Risks Report 2018: Fractures, Fears and Failures
Publish Date

The 13th edition of the World Economic Forum's Global Risks Report, undertaken with Marsh & McLennan Companies, examines the evolving macro-level risk landscape and highlights the systematic threats that may disrupt expectations.

New Three-Year Hold Requirement for Carried Interests
Publish Date

The 2017 Tax Cuts and Jobs Act significantly affects the ability of the managers of investment funds to receive long-term capital gains with respect to their carried interest. Under current law, the manager of an investment fund can receive a “profits interest” (also known as a “carried interest” or a “promoted interest”) tax-free. In addition, there is a three-year hold requirement for carried interests.