While high inflation, monetary policy tightening, and global recession risks could cloud the first quarter of 2023, the market conditions are expected to improve in the second quarter as inflationary pressures dissipate, particularly in the United States. In this environment, emerging markets (EMs) could be a bright spot for investors. The bear market in EM equities is long in the tooth in terms of time, price, and multiples, and EM debt appears attractively valued.
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Despite a recent decline in M&A activity, deal volume remains higher than before the COVID-19 pandemic. And as buyers and sellers work through various deal stages, they need to retain focus on their employees, who will be instrumental in keeping the new organization operational. From this Risk in Context podcast, learn more about the importance of focusing on people risks during an M&A or private equity-related transaction, allowing for effective integration at deal close.* Download file for the transcript and select play to hear the podcast.
Despite an economic downturn in 2022, healthcare trends indicated US healthcare venture capital investment was healthy. There’s plenty of dry powder to deploy; however, investments and exits are slowing due to the volatile market. Gain more insights and analysis from this report on the venture healthcare ecosystem. Watch the video for an overview of the report.
The new pay transparency laws across the United States may point to a cultural shift underway toward an expectation of transparency and a desire to reduce the pay gap. While there is room for disagreement over whether laws will be a net positive for workers and employers, one thing is clear: legally-mandated pay transparency is a trend to which employers must be attuned.
What the FTC’s Proposed Ban on Employee Noncompete Agreements Could Mean for the Technology Industry
The Federal Trade Commission (FTC) has recently turned its focus to employee noncompete clauses, with the agency announcing a proposed regulation that would implement a near-comprehensive ban across the United States, with limited exceptions. Employee noncompete agreements have been used extensively by technology companies seeking to protect their innovations, so this development could have significant ramifications for the industry.
In a roundtable discussion, senior leaders of the NEPC Investment Research group share what each of them are seeing on the ground while meeting investment managers and allocating capital. Representing every major asset class, these leaders provide guidance on how to approach 2023 and the risks that they see on the horizon.
As the U.S. economy grapples with stagflation trends, there is inevitable talk of a potential recession. Despite the bearish narratives, a recession is avoidable.
With an investment landscape marked by elevated inflation levels, economic growth risks and tight monetary policy, the U.S. economy is a fertile breeding ground for stagflation … with one key distinction: a strong labor market. Still, dangers persist when looking at other trends foreshadowing a challenging economic environment.
Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape.
As traditional oil and gas companies face a range of challenges, including the emergence of alternative and renewable technologies, investors must find new ways to navigate the energy transition. For large-scale investors like endowments and foundations, investing in energy is both a challenge and an opportunity that demands a whole new approach.