The world economy is evolving and investors will need to adapt. We look at how the investment landscape is likely to evolve, against a background of continued economic growth but sustained uncertainty around China, Europe, and elsewhere. It makes sense to stay invested, but hedge, with market volatility creating opportunities as well as risks. Over...
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It’s the giving season—a time of joy, wonder, togetherness, and sharing. For Kimberly Myers-Hewlett, it is also a special time that brings her back to her philanthropic roots that began with her parents teaching her brother and her the meaning of caring for others. Learning from her parents and their generous nature, Kimberly tries to b...
Investors may be feeling a bit skittish as talk has shifted to rising rates, slowing economic growth, and growing geopolitical risks. A neutral allocation to equities still seems appropriate for 2019, but the risks are rising. A key question going forward is whether the recent volatility marks an intermission of the nearly decade-long bull market o...
The artificial intelligence (AI) predictions of 2019 are insightful as ChatGPT and other AI platforms are becoming mainstream. Most executives knew then that AI had the power to change almost everything about the way they do business—and could contribute up to $15.7 trillion to the global economy by 2030. But what many business lead...
Creating a truly effective board doesn’t happen by accident. From selecting the right people, to running crisp meetings, to fostering good working relationships with management and one another—boards are tasked with many decisions that impact how well they function. Over time, boards fall into routines for how they operate. But how many regularly l...
A hot U.S. economy will likely cool noticeably in 2019 as the combination of receding fiscal stimulus, higher interest rates, and rising annual operating deficit begin to increase the cost of doing business. In this issue of The Real Economy, we take a closer look at key economic factors to watch in 2019 such as employment, financial conditions, do...
For companies doing business in multiple states, determining state tax responsibilities has always been a challenge. However, 2018 was a notably busy year. The Tax Cuts and Jobs Act (TCJA) brought federal legislation that left states needing to react quickly, and with tax reform 2.0 looming, the challenges are not over. In our state tax recap, we e...
The passage of the Tax Cuts and Jobs Act passed in 2017 overhauled several cornerstones of the Internal Revenue Code and introduced new tax law, including section 1400Z-1 and section 1400Z-2 which address the qualified opportunity zones (QOZs). The business community, specifically real estate investors, has viewed the QOZ as a possible turbocharged...
The U.S. is currently at an inflection point economically and culturally with the advent of new technologies and an anxiety on the part of those who fear a future that they can’t quite envision fully with themselves in it. Gordon Fowler, CEO and Chief Investment Officer, and Jon Meacham, presidential historian, engage in a dialogue about how ...
Investments into qualified Opportunity Zone Funds offer attractive tax benefits, while catalyzing capital inflows into economically distressed communities. However, prudence is necessary in evaluating these investment opportunities as they come to market. The tax benefits will not outweigh the negative consequences of a bad investment. While the pr...
The volatility in the markets at the end of 2018 raised concerns about the outlook for 2019. Investors may have worried that sources of support were “beyond the peaks”—peak liquidity and then, probably, peak growth in GDP and corporate earnings. Looking through the market noise and taking a macroeconomic outlook, the key investmen...
While the headline index reading continues to indicate middle market conditions are robust, the forward-looking Middle Market Business Index (MMBI) subindices imply that inflationary pressures and a tight labor market may in part account for reduced enthusiasm and uncertainty heading into 2019. Clouds are forming on the horizon related to declining...
Whether it’s dealing with a growing number of regulations or shoring up data privacy measures in response to heightened scrutiny, the tech industry is facing both opportunities and challenges as companies decide on how to scale sustainably without sacrificing their business goals and ambitions. How they respond will dictate its fate in the ye...
Cyber-attacks are increasing in sophistication and magnitude of impact across all industries globally and can negatively impact a company's reputation and market value. Thus, all companies need to fully understand the value of the information assets they possess, the cybersecurity related risk of a data breach, and then factor the benefits and ...
As board responsibilities continue to expand beyond the traditional boundaries of strategic planning and general risk management, director pay levels are increasing. At the same time, scrutiny around compensation practices for boards is intensifying. Developing a deeper understanding of board compensation trends is critical to attract and retain ta...