Successfully transferring wealth to your heirs is a challenging but priceless undertaking. It is the result of careful, thoughtful planning and should not be taken lightly. The following article discusses some of the more important things to consider while making these valuable decisions.
This strategic article forecasts what the global economy will look like in the next 12 months. Key market drivers include an expected disruption of official rates and the very first interest-rate hike by the Federal Reserve.
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...
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...
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 narro...
This article discusses the outlook for Iran's economyand the implications for equities, fixed income and currencies and oil, following the US, UK, Germany and the UN Security Council's agreement with Iran that the country will freeze its nuclear arms program in return for sanctions relief. Some highlights include:There will ...
U.S. equities, now six years into a bull market, have proven their mettle in the face of increased market volatility. While the seemingly imminent Fed rate hike could potentially add another risk to the market’s momentum, the fact that yields are coming off from almost zero still makes equities compelling. At the time of writing, it app...
While it was not expected that as of July 16, Greece’s creditors would still be attempting to keep the country in the euro with a plan that does not work with the economics of Greece. The reforms that the Greek Parliament accepted on July 16 was poorly designed and far harsher than the vote rejected by the Greek populace 10 days earlier. Th...
While the impact investing industry is still in an early stage of development, it is poised for growth. One of the chief barriers to industry advancement remains a paucity of robust research on financial performance.This comprehensive analysis covers the financial performance of market rate private equity and venture capital impact investing funds ...
The last week of July was quiet in terms of economic data and political risks on a global scale. Amongst the main economic events, Greece has entered into debt negotiations, with the next expected debt payment due to the European Central Bank (ECB) on August 20.This latest market commentary takes a look at manufacturing activity in China and Europe...
As investors search for attractive risk-adjusted returns in challenging markets, they increasingly view sub-investment grade credit as an important component of a globally diversified fixed income portfolio. Credit markets have evolved since the global financial crisis and now provide a broad opportunities for investors across a number of sectors a...
The mutual fund industry has grown tremendously in both size and complexity during the past 30 years. The variety of mutual fund structures and products has expanded, along with the diversity of investors.According to the 2015 Investment Company Fact Book published by the Investment Company Institute (ICI), from 1984 to 2014 the number of mutual fu...
This article reviews the latest 1.9% devaluation of the Chinese yuan (CNY) reference rate and identifies the three factors that prompted the currency move and the potential long- and short-term implications for Chinese and global asset classes.
Today even very young companies are often international — many entrepreneurial ventures are “born global” in terms of their supply chain or customer base. However, there comes a time when an entrepreneur will decide to make the push into an overseas market in a more formal way, working to establish a presence in that jurisdi...
It has been called one of the “greatest technological breakthroughs since the Internet.”1 It also has been called “a black hole” into which a consumer’s money could just disappear.The subject at hand is cryptocurrency—a medium of exchange created and stored electronically, and using encryption techniques to contr...