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There exists this notion that over 70 percent of outstanding municipal securities are held by individual investors through mutual funds or individual holdings. It has been reported that over 50 percent of those mutual funds have some level of exposure to Puerto Rico or its public corporations.This commentary and outlook tackles the possibility that Puerto Rico’s debt Crisis may have broader market implications than first expected.

As mid-year approaches, it is important to do various tax projections to determine if certain investment planning strategies can be implemented or improved. Often, this reveals potential tax liability reductions that would have otherwise been overlooked.This article spells out useful tax planning tips that should be taken into consideration when it comes to preventing tax liability risks.

Two years ago, India was an unhappy member of Morgan Stanley’s “Fragile Five,” a handful of emerging economies judged most vulnerable to tighter Federal Reserve policy and rising global bond yields. Since then, India’s oil bill has dropped, inflation has eased, gold imports have been curtailed, the trade deficit has narrowed -- and in last year’s national elections, Narendra Modi’s Bharatiya Janata Party (BJP) romped to victory, becoming the first single party to win a majority in the lower house of parliament for 30 years.

Greek voters sent a clear message by voting “no” to European creditor proposals. Greece’s Prime Minister, Alexis Tsipras, responded by stating, “I am fully aware that the mandate here is not one to break with Europe, but a mandate to strengthen our negotiation position to seek a viable solution”.

This presentation for 2015 provides an overview of the private equity market that includes:

Wealthy American investors should welcome a rational conversation on the real benefit of gold as foreigners understand, particularly in China, Asia, the Mideast, Russia and most of the developing world. Gold is beautifully uncorrelated to the dollar.

Investors have several decisions to make when investing outside of the United States. Some of those questions include which countries they want to be exposed to and whether they want to be exposed to equity or debt instruments within those countries. This white paper provides insight into the currency decision as it relates to investing in global fixed income.

Global technological advances could signal the dawn of a robot revolution as automated mobile machines move beyond the factory floor into our everyday lives. This white paper discusses the financial and social benefits advanced robotics could bring to the global economy.

Russia is becoming a very attractive destination for Chinese investors primarily due to its natural resources and the capacity of the domestic market. However, there is a significant disconnect between the attractiveness of the Russian market and hands-on knowledge of it: 91% of major Chinese businesses find the Russian market attractive, but less than a quarter of them know enough about it, and what's worse, none believe they have good understanding of Russian legislation.

According to a Norwegian linguist, the Sami people living in northern Russia and Scandinavia have 180 words for snow and ice. It seems that there are nearly as many terms for investment strategies designed specifically for societal impact. A few of the terms being used today include: “socially responsible investing,” “ESG investing,” and “mission‐related investing,” etc. Unlike the Sami’s 180 terms, each of which has a very specific meaning, there are no widely accepted definitions for impact investing and no dictionary to guide us.