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Taking a closer look at the major market themes and strategic positioning for 2017, the view is slightly more optimistic than 2016, but includes many of the same themes that played out last year. Although there may only be a modest pickup in economic activity, equity markets should benefit from expectations of growth and strong corporate earnings. ...

Given the expectation for the U.S. economy to grow at a modest pace for the eighth year in a row, the risk of the U.S. economy or inflation becoming “overheated” in 2017 remains low. The Fed will likely move the federal funds rate higher twice in 2017, once in the first half and again late in the year. There are still important headwind...

The potential economic and development gains from gender equality are vast and well-documented—and yet they are currently being bypassed. This joint report with the United Nations Foundation explores the market potential of advancing gender equality. By investing in companies offering products and services that promote gender equality, invest...

Political events in 2016 gave rise to increasing nationalism and populism globally. Combined with a global slowdown in economic and trade growth, international integration may already have plateaued and could begin to reverse over the coming decade. Multinational organizations should prepare for potentially significant implications by carefully con...

Enterprising families are showing an increased interest in participating in direct investments around the globe. Some families have turned to private equity out of frustration with the volatility in the public markets and the unexpected correlations between asset classes that occurred during the 2008-2010 timeframe. The factors that impact their pr...

Although markets got off to a calmer start in 2017 than it did in 2016, this year may still be one of the most difficult years for long-term investors in recent memory. There is little basis on which to anticipate the policy actions of the new administration and there is substantial potential for large scale change. There will be opportunities to m...

The combination of improving economic data, stronger corporate earnings, and, particularly, potential policies from the Trump administration has created a heady brew for domestic equity markets. Even stocks abroad are posting robust returns. While President Trump’s plans for infrastructure spending, tax cuts, deregulation, and generally growt...

At the beginning of 2016 many growth markets were experiencing a drop in economic performance and weaker growth predictions, which led to several commentators and investors questioning the future role of these markets as leaders of global growth. In their view, the growth markets’ era was over. However, growth is now projected to return to ce...

Drive anywhere outside of a major metropolitan area, and you will find roads and bridges in need of serious repair. Talk to business owners, and they will tell you how the difficulty of moving goods from where they are produced to where they are sold hurts their margins. It is time to improve the aging infrastructure of the United States. Regardles...

After a sharp stock market rally that ensued immediately after Trump’s come-from behind victory, financial markets have moderated as the realities of governing in the real world have begun to sink in. Investors were initially enthused by Trump’s plans to cut corporate and personal income taxes, reduce business regulations, implement a $...

OPEC recently met in Vienna to assess the impact of its production cut agreement over the last six months and agreed to extend the deal for nine months. The extension is an effort to reduce global oil supply and boost prices. Tariq Zahir, Managing Member of Tyche Capital Advisors discusses the OPEC decision and how it affects the markets, including...

To ensure you are on the right track when buying and maximizing valuations when selling, it is important to minimize mistakes during the due diligence and direct investment process. As a part of that process, there are ten top ways that can help maximize value, including exercising discipline when reviewing a target’s commercial, operational ...

Shareholders of publicly-traded companies have a powerful voice in improving business practices and enhancing the financial performance of the companies in which they are invested. As the business case grows for sound social and environmental practices, investors are increasingly using a shareholder engagement to drive strategic and positive change...

In the U.S. the first quarter GDP growth fell short of the consensus forecast; however, stocks have remained surprisingly resilient, currently sitting just below all-time highs. Overall, Energy, Financials, and Information Technology have been the primary growth drivers. In Europe, Independent centrist candidate Emmanuel Macron defeated populist/Eu...

The start of 2017 was a stark but welcomed contrast to the prior year. In January 2016, U.S. markets experienced one of their worst starts in history―hampered by concerns of slowing global growth, bottoming oil prices, and an impending election season. This January, these worries seemed far from investors’ minds. Domestic and international ma...