Against the backdrop of the pandemic, this roundtable discussion was centered around faith-based institutions that seek to align their investments with the belief systems that guide their organizations while also being held accountable by their philanthropic donors.
In an uncertain market where each unfolding economic disruption is met with increasingly emboldened central bank intervention, economists are predicting accelerating declines in the value of all fiat currencies, including—and perhaps especially—in the U.S. dollar.
The events of the last year have made the traditionally predictable world of real estate more chaotic and unclear. For family offices that invest in real estate, it means recognizing that every phase of their real estate investment brings on risk that can threaten its success and reputation.
To build an investment portfolio that is best positioned to meet a family’s long-term goals, a deep understanding of the influencing factors unique to each family is required.
U.S. stock market performance, as measured by the S&P 500, has been driven by a small number of stocks over the past few years. The top five holdings now represent 21.9% of the S&P 500 as of December 31, 2020.
Regardless of the sector, nearly every healthcare organization has made significant investments in technology, as data and computing became essential in the healthcare setting during the COVID-19 pandemic.
Fueled by the pandemic, 2020 began with extraordinary market volatility through the third quarter. After markets bottomed, equities steadily recovered to reach all-time highs by year-end.
