Networks - Investment Strategy

Many investors find themselves wondering whether the new Biden administration will change the U.S. trade policy toward China. Further, investors are wondering how they should position themselves.

Throughout history, gold and silver have had many important uses, including as a hedge against inflation, deflation, and economic uncertainty.

In Part 2 of the conversation on solving world hunger through innovation and strategic investing, we welcome two more entrepreneurs. Ezinne Uzo-Okuro, CEO of Terraformers, is using her background as a NASA scientist to empower people to grow healthy food and create sustainable livelihoods.

Continuing a trend of the past five years, exchange-traded funds (ETFs) grew in assets under management in 2020. However, the fact remains that the ETF continues to be a one-size-fits-all solution that isn’t optimal for everyone.

Solving world hunger—or “food insecurity”—is really hard. The solutions are not particularly sexy, and they require a very long-term outlook. In seeking to learn more about the problem, we reached out to the ones trying to solve it.

Using equities to customize for yield enhancement isn’t a completely new invention. Investors have had access to a variety of dividend-focused strategies for years.

Many trends—including the explosive price changes in a handful of equities driven by a crowdsourced short squeeze—are indicative of an asset bubble. Grizzled market veterans are starting to draw comparisons with the go-go market of the late 1990s that ended with the tech bubble bursting in 2000.

Inflation is almost always a topic of discussion when thinking about and planning for the future. This paper explores the many factors that affect the inflation rate, whether an uptick in inflation is helpful or harmful, and the cyclical forces that could push toward higher inflation.

Investors look to the municipal market for both quality and diversification. They were rewarded in 2020 when the municipal market proved resilient despite a challenging economic environment. The strength of the municipal credit quality surprised many.

When an off-the-shelf solution doesn’t cut it, responsible investors can turn to customized separately managed accounts (SMAs) to build portfolios that align with their values, including expressing their individual ESG views.