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Even prior to COVID-19, China’s economy had been growing at a faster pace than the rest of the world. In 2020, Chinese equities outperformed most global equity markets, particularly emerging markets. China’s domestic (A-share) equity market remains relatively untapped by foreign investors. With U.S Large Cap equities dominating for the last decade, China’s domestic equities may present opportunities going forward.

Based on a 10-year investment time horizon and the impact of COVID-19, the overall results of the 2021 capital market return assumptions are mixed for approximately 50 asset classes around the world. This report guides investors in developing their long-term strategic asset allocations.

Non-fungible tokens (NFTs) are the latest advancement in the ongoing evolution of the blockchain market. Putting this phenomenon into context, a series of papers will examine NFTs from various perspectives, including the legal issues arising from this new technology. This paper is part one in the series: introducing NFTs from the technological and market perspectives.

The challenging market environment and the fear of several interest rate increases by the U.S. Federal Reserve in 2022 has led to a sell-off in global equities. Concurrently, the U.S. is facing inflation rates not seen in more than 40 years, adding to investor concerns. The Dollar's resilience continues to negatively impact Non-Dollar investment returns for U.S. investors.

Many of the challenges the fixed income market has experienced are part of the natural long-term economic cycle. While volatility is likely to remain in 2022, diversified fixed income portfolios can benefit from the rise in interest rates and wider credit spreads.

Decades of globalization have led to the developed world relying more on foreign nations, sometimes with competing interests. The pandemic and recent geopolitical events have shifted attention to the challenges inherent to an increasingly connected world. As nations—and companies—reconsider their cross-border relationships, how does this impact investors?

Both successful business leadership and portfolio management depend on many similar traits, including conviction, expertise, hard work, and teamwork. But to be successful as an investor over the long run also can require some fundamental adjustments in mindset and direction. In making this transition, five recommendations are presented for those looking to build an investment framework that can be as successful and personally rewarding as building a business.

Forces are converging on private equity and compelling the industry to evolve. Adapting to the dynamic deal landscape, this eBook examines how to approach and maximize deal value at each stage of the acquisition lifecycle. Other emerging pain points and how to negotiate them include:

Real estate can play an important role in diversified portfolios by acting as a hedge against rising prices. However, like other income producing asset classes, rising interest rates can put downward pressure on real estate valuations. Can real estate offer investors inflation protection if the Federal Reserve continues to raise rates to combat higher prices?

Against the global macroeconomic backdrop, there are pockets of investment opportunities—in particular, metal exporters in the frontier markets space. That's because regulation and consumer preferences are creating demand for clean transportation, which will drive strong growth in the metals of the future: copper, aluminum, nickel, cobalt, and lithium. This could bolster the outlook for commodity exporters, and could also improve the prospects for markets with burgeoning mining investments.