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.
The U.S. stock market is proving to be a headscratcher this year. Since taking a nosedive in March, the S&P 500 Index has racked up impressive gains of 56.4%. What's more, this successful run comes not only amid a pandemic, but also on the back of the sharpest contraction in the U.S.
Can investors capture market returns and harvest tax losses amid periods of high volatility? Find out how the markets in 2020 and in 2008 provide guidance for beneficial tax management during a crisis.
With the growing popularity of market-based or market-inspired solutions to addressing some of society’s biggest problems, philanthropy and private equity are no longer distant worlds. Today, the idea of venture philanthropy has become more widespread.
There is a growing realization among impact investors and those who seek to influence society that they can use more of their assets to complement and even accelerate their social impact goals. This guide provides the tools to develop and execute a tailored impact investing strategy.
Will the Vatican’s “clean and renewable” energy announcement impact fossil fuel investors? Learn more about the changes to Catholic investing, including how the three priniciples of doing no harm, active corporation participation, and positive strategies can address the market realities.
Dealing with COVID-19 remains an uphill slog. However, markets have demonstrated a mixture of confidence and belief. But a V-shaped recovery is not expected. For an investor, this means being realistic about return expectations while being aware of the long-term issues underpinning markets.
Despite hard times for the broader economy, investors fared surprisingly well throughout the COVID-19 pandemic. What should they do now that the big R has arrived?
