2022 should be viewed as a transition year as the global economic and investment environment evolves in search of a new reality. Inflation and central banks will be in focus, along with other shifts underway. For investors, all the change means having an effective risk management of portfolios that is complemented by longer-term considerations. Two essential components of it will be your strategic asset allocation and the ESG factor.
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Last year was another challenging and disruptive year for public health and global trade. Despite pandemic-driven dislocations, supportive government policies propelled most economies and “risk assets” higher. With the potential for recent tailwinds to become headwinds, how should investment portfolios be positioned going forward?
Prioritize your risk strategies for 2022 and beyond with this 17th edition of the Global Risks Report, which explores the areas that your organization should safeguard against and capitalize on as part of your overall resiliency plan. The insights and predictions are drawn from a community of 950 experts and leaders around the world. The areas of focus include navigating the climate transition; protecting digital developments; pre-empting encounters in space; and refreshing resilience.
Flexible trust planning has never been more important as a result of current and future health, political, economic, and tax uncertainty. Modern directed trusts are one of the best vehicles to provide wealth preservation along with flexibility intergenerationally. Whether the federal estate, gift and GST Tax exemptions are high, low or repealed altogether, trusts still make sense for a multitude of non-tax reasons.
Responsible investing has taken the investment field by a storm and become mainstream. Looking ahead, investors continue to be particularly interested in two predominant ESG themes that have been main points of focus for the past several years: the climate and diversity.
Once a niche market within the investing environment, the idea of vision investing—the integration of values-alignment, investing with impact, and ESG into an investment process—has gone mainstream. In this special report, learn more about investing with a purpose and the challenges that are emerging as this landscape evolves.
While the climate crisis seems bleak, there are opportunities for a sustainable future with strong economic growth and prosperity, led by innovation and technology. It sets the stage for climate tech, where there is ample capital available to companies working on solutions for climate-related issues. In this report, we take a closer look at the risks, fundraising and investments, and the trends in this climate tech space on the path to sustainability.
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.
Talent shortages continue to plague business leaders as priorities evolve at a rapid pace, making creative compensation packages more important than ever. To keep up with the shifting landscape, there are five key topics compensation committees must keep in mind when crafting compensation packages and more.
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.