Industry Trends


The Future of Real Estate Investing
Several converging factors threaten to upend the status quo in real estate investing, bringing an unprecedented revolution that is forcing both investors and asset managers to reexamine their beliefs
Sustainable Investing in a Post-COVID World
Marquette Associates
The global COVID-19 pandemic was certainly a black swan event that had both positive and negative impact when looking through the lens of traditional environmental, social, and governance (ESG)
Racial Equity Investing: The Time is Now
Cambridge Associates
In the wake of the COVID-19 pandemic alongside widespread protests after the deaths of George Floyd and others, there is a renewed sense of urgency around racial equity investing. By taking on three
Is It Game Over for Value Stocks?
Marquette Associates
There has been an expectation that value stocks should provide greater protection in a market downturn as the market should theoretically place a greater emphasis on quality and stability, attributes
CIO Insights 2020 Outlook Update: Through Difficult Waters
Deutsche Bank Wealth Management
As the world turns the COVID-19 tide, the initial economic recovery from the pandemic will only be partial, with global output not returning to pre-crisis levels before 2022. Nonetheless, a number of
2020 Wealth Planning Outlook
Northern Trust
While recent years brought concrete wealth planning changes with the latest tax legislation, 2020 sees families and their advisors preparing for the unknown. U.S. presidential and congressional
6 Higher Education Insights in a COVID-19 World and Beyond
Wilmington Trust
The COVID-19 pandemic has created many challenges for individuals, families, and organizations. From financial distress to business closures to health concerns, virtually every aspect of society as
Family Office Connections Podcast: Human Capital, Compensation, and Staffing Insights
Boston Private
In this episode, two executive search professionals talk about the state of the family office industry during a pandemic and best practices in family office human capital management. They share their
The Future of Work: Five Predictions for Private Equity Firms
In an industry that relies on speed and innovation to close deals and drive returns for investors, the absence of face-to-face meetings amid the coronavirus pandemic is one reason the M&A
The Psychology of Wealth in Taxing Times
BKD CPAs & Advisors
Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family