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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. From this perspective, there is reason to believe that U.S.-China relations could remain unpredictable, and investors may be well served by a balanced portfolio that can handle the twists and turns. While there may be increasing risks to holding Chinese securities because of U.S. actions, there remains a potential reward as well.

As the surge of interest in creating a more just and equal economic system gathers force and begins to translate into real action, so do its detractors. From an investment perspective, the source of tension tends to occur when it links gender and racial diversity to financial performance. But there’s more to the discussion when it comes to building a more inclusive world, including the value it holds for investors who want to use their portfolios to move equity of opportunity forward.

Municipal bond yields have finally begun to move higher. The surge is a natural and healthy development—reflective of an improving economic landscape but not a marked upshift in inflation. In this environment, see where muni investors can find opportunity and capitalize.

There’s a common sentiment that COVID-19 will have an impact on investment strategies and the types of investors that will be active over the next few years. While 2021 may turn into a feeding frenzy for private equity, longer-term investors can remain as selective as they’ve always been. Corporate acquirers, meanwhile, won’t simply buy market share because acquisition targets have lower valuations, but they will align their mergers and acquisitions (M&A) strategy on both the buy side and sell side with their long-term business plan.

Just because a small business or startup makes it beyond its initial launch phase and sees some early commercial success doesn’t mean its challenges are over. In this podcast, learn about three important topics—including key metrics in the early growth stages—for business leaders buying into startups, creating value over time, and what happens when you’re ready to get out.

Many are rethinking their asset allocations beyond traditional asset classes and are seeking new and creative ways to better diversify their investment portfolios, increase returns, and reduce risk. Turning to alternative investments—with a focus on private investment funds—see what you should know and consider when choosing to add them in the mix of your investment portfolios and asset allocation. There are pros and cons, and being well-informed is critical to making better investment decisions.

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. It offers an objective, agenda-free resource that will inspire readers while also being realistic about the limitations and possibilities of this increasingly popular investment strategy. New approaches are proposed while keeping the principles of traditional investing in mind.

Haunted by double-digit inflation of the past, some fear the U.S. economy is poised for runaway inflation. Some above-trend inflation is to be expected as the economy begins to open up more broadly. It can be argued that a modest jump in inflation should be viewed as a positive sign, indicating the economy’s return to normal. Long-term price pressures leading to double-digit inflation are possible but not likely, given the slack that currently exists in the economy.

Anxieties brought on by periods of turmoil can cause individuals to forsake rational thinking and act impulsively, usually to their own detriment. This phenomenon often manifests itself in equity markets. Outside of the modicum of intangible psychological comfort, sales of risky assets motivated by fear and panic provide investors no value, and can ultimately have disastrous impacts on the long-term returns of an investment portfolio.

The economy is still aimlessly lurching from the impacts of the COVID-19 pandemic, and those fits may spill over into tax-filing season. It’s likely that a disproportionate number of filers will have some income and capital gains they weren’t expecting as the result of mutual fund distributions last year. Through an effective tax-managed investment strategy, even a tumultuous year like 2020 can produce benefits. If the investor structures realized losses to manage tax burden, even a difficult year can help you meet your investment goals.