Real assets, like income-producing ranches, provide a hedge against inflation, and are an attractive investment for a diversified portfolio when managed correctly. With the right business plan for your ranch investment and enterprise, you can build the resiliency needed to capitalize on it.
Going from rising stars to fallen angels, a record number of corporate bonds were downgraded to high-yield status in 2020. Against a backdrop of economic expansion and the credit markets entering a multiyear upgrade cycle, see how a turnaround can happen for corporate bond investors.
Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts. In this Family Philanthropy Speaks episode, hear how Liesel and Irene have learned alongside one another while forging their own identities as impact in...
It’s understandable that investors have questions and concerns about ESG investing in the fixed income markets. However, investors can align their values with their fixed income portfolios without sacrificing financial performance or deepening long-term risks.
Investor anxiety is shifting from the impact of COVID-19 to the changes that may come with the removal of stimulus measures. Investors can make the transition to a new market cycle by managing their risks. Three examples, including taking advantage of dislocations, are provided to help investors prepare their portfolios.
When in the pursuit of enhanced risk-adjusted returns, investors with strong convictions are often drawn to factor investing—tilting portfolios toward a particular factor like value, low volatility, or dividend yield. While it may seem counterintuitive, a factor portfolio’s tracking error is a useful tool for ensuring they’re not ...
Investors have been building bond portfolios using a laddered strategy since the early 1900s. Even in a flat or rising rate environment, a ladder’s total return can materially exceed its starting yield through the phenomenon of roll-down. The benefits of roll-down relate directly to the shape of the yield curve. To demonstrate how roll-down w...
When it comes to an investment strategy, it is important to consider the tracking error (TE) as it allows investors to quickly get a sense of how much deviation from a stated benchmark they could expect. This guide offers a brief explanation of the TE concept and descibes how it can be used to establish benchmark-relative performance expectati...
We are currently experiencing one of the longest periods of U.S. dollar strength in the last 50 years, leading some to question if it’s time for a reversal. Learn what drives the dollar and how it impacts various asset classes and influence portfolio positioning.
Private equity has been an established asset class for institutional and private investors for well over two decades. The potential for outsize returns and exposure to the most exciting and innovative companies continues to drive investors toward the asset class.
Commodity investors have historically recognized a link between the strength of the U.S. dollar and the prices of commodities. Specifically, as the dollar strengthens against other major currencies, commodity prices generally tend to fall, and vice versa. A further examination is provided on why this may be the case, and whether it’s true at ...
After a turbulent 2022, the technology industry is facing another busy year ahead amid a shifting M&A environment, widespread layoffs, and an increased focus on corporate governance. We analyze the trends that shaped the past year and look at the top seven bold predictions that will impact the technology industry. Be prepared for new prior...
When it comes to true investment fiduciaries, there are two standards of care: suitability and fiduciary. In this video, HighView CEO Mark Barnicutt shares his perspectives on both standards, the importance of the fiduciary standard for investors, and why the investment fiduciaries have become a scarcity.
The quest for nonprofit funding and ways to obtain it continues to evolve while donors want to know the impact of their funds. In this discussion, BPM’s Daniel Figueredo and Tami McInerney explore the tools commonly used by funders and when one of them might be appropriate for your given situation. They also review important accounting and tax...
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 over...