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Inflation has started to take hold in key areas of the market which will have an impact on how real estate investors should view their current and prospective investments. Parsing through the inflation data, there are four causes of inflation that are pertinent to various stakeholders in real estate—from occupiers and users to developers and invest...

Investing sustainably does not mean sacrificing returns. In fact, the opposite is true across many different asset classes. A closer look shows how investments in private equity, public equity, and fixed income can generate social impact while driving real financial results for investors.

The environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child. But the COVID-19 pandemic and racially-driven police violence have shifted public opinion, and it matters. At this infle...

Election Day in the U.S. has the potential to surprise in many aspects, and this year’s election outcome will have a profound impact on equity valuations—or at least that’s what the market appears to be telling the investors. With this year’s referendum likely to result in valuation changes, the attention turns to the q...

COVID-19 has forced organizations of all kinds to consider what the future of their operations would look like in a post COVID-19 world. Family offices were no exception. Rapidly fading are the days when a family office would provide a space where their staff can work. Most of these physical offices now stand empty as working from home has become t...

Thought leaders and practitioners discuss key investment risks and opportunities through a social equity lens, and are joined by Judy Belk, president and CEO of The California Wellness Foundation, for a fireside chat on how the foundation is addressing social equity issues holistically through both grant-making and investment approaches.

The COVID-19 pandemic dramatically accelerated the move from traditional office environment to work-from-home for most American office workers. It is clear that a significant portion of workers will move from a five-day in-office work week to something else. Recognizing, navigating, and adapting to the new office environment will be key to successf...

One of today’s dominant macro-trends is the reversal of globalization—the free flow of people, goods, services, capital, technology, and ideas across national borders. COVID-19 has further accelerated the deglobalization. In this environment, equity investors may have a harder time finding steady profitability and value. Taking a look a...

Many companies were caught off-guard in the spring when diagnoses of COVID-19 multiplied rapidly and forced businesses to close or drastically change their policies with little warning. Now companies that have reopened must prepare for the future, as resurgences may occur at any time in different parts of the country. In preparation for future infe...

There are policy changes and new procedures that companies—including family offices—should consider when reopening amid the COVID-19 pandemic, particularly given the increase in cases in many parts of the country. But companies cannot change policies in a vacuum. Instead, they must clearly and effectively communicate these changes to em...

New tax legislation is most likely to happen if next year the Democratic Party controls the Senate, the House of Representatives, and the White House. Now is the time to develop a contingency plan that can be implemented depending on the outcome of the U.S. election. Planning strategies that can be customized to the needs of each family are availab...

As a clearer picture of each U.S. presidential candidate’s platforms emerges, many have yet to consider how a potential change in leadership may impact their current estate tax and income tax. This guides provides a thorough outline and comparison of both Biden’s and Trump’s tax platforms and includes possible impacts to high-inco...

There is no avoiding the subject: COVID-19 has made it a tough period for many U.S. businesses. While a few sectors have benefitted from the pandemic, the vast majority are considering taking on additional debt or equity, selling off portions of the business, liquidating the business altogether, or declaring bankruptcy. This high-level overview pro...

On this podcast episode, a discussion with a top bankruptcy and restructuring lawyer provides insights on the ways COVID-19 causes financial distress to businesses, the parties involved, and why it may take some time before companies become distressed. It also addresses new rules that streamline the bankruptcy process for smaller businesses to...

In recent years, global equities had slightly outpaced market forecasts for lower equity returns. Then the COVID-19 pandemic hit the global economy, putting an end to the 10-year bull market. Equity markets have started to recover, but the pandemic introduced and exacerbated challenges that are expected to subdue financial market returns over the n...