In this report, discover the emerging trends redefining the retail industry. With a deeper exploration into the changes that COVID-19 caused in commerce, it becomes clear that retail is at the forefront of a significant reimagination and primed for innovation. All this change, including the reintroduction of the omnichannel, has caught the attention of investors.
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“Location, location, location” has long been the mantra of the real estate and, by extension, construction industries, but the global pandemic is upending how this philosophy has traditionally been interpreted. The effects of remote work, online shopping and the continued decline in business travel, among other phenomena caused by the pandemic, are forcing owners and investors to ask, “Does location even matter anymore?” Key sectors may point to an answer.
The automotive industry is experiencing a convergence of disruptions unlike any seen since 1910. Autonomous, connectivity, electrification, mobility, and subscription business models are reshaping the automotive industry and creating a frenzy of activity. For investors interested in the rise of the electric vehicles, this report explores the market for it and the significant headwinds that may slow the pace of the electric vehicle transition.
Diversification is an easy concept to adopt but a hard concept to maintain, particularly when there are extreme periods of concentrated market leadership. While US large caps have outperformed non-US equities over the past decade, the outlook and rewards are different when taking the long-term goals approach with non-US equities.
The innovation economy continues its record-breaking performance despite ongoing challenges posed by the COVID-19 pandemic. Venture fundraising, investment, and exits are all on pace to shatter last year’s records. Fundraising continues to tick up, buoyed by mega funds that are coming back to market quicker than ever. While the tech economy moves toward normalizing, valuations and multiples have reached new heights. It’s full steam ahead as the venture ecosystem remains vibrant.
Drivers of the deal flow—from exits to succession planning to anticipated capital gains tax increases—are higher across the board, signaling a voracity for deals. At the same time, fund managers are moving faster to deal close but are seeing more risk exposure uncovered during due diligence, a major challenge to getting deals done. This Private Capital Pulse Survey examines the trends that 200 middle private market equity fund managers are seeing and the tactics they are deploying throughout the deal cycle.
If you’re not sure what direct indexing means, you’re not alone. While the name may be new, the strategy isn’t. Get a quick primer on how this method of investing works, what its advantages are, and which types of investors may see the greatest benefit.
Just as online shopping gives consumers access to the best Black Friday deals without the need to awaken before dawn, systematic tax-loss harvesting enables investors to realize the best opportunities to harvest losses throughout the year without concern that thin, end-of-year markets will impact a portfolio’s yield and risk profile. While the benefit may not be realized in the current tax year, but, under current tax law, it’s never lost.
Blockchain's primary use and application is to facilitate cryptocurrency transactions—which has helped drive strong investor interest in crypto, along with its high potential return and low correlation to traditional assets. However, there are a number of risks that investors should evaluate before considering an allocation to crypto.
2022 should be viewed as a transition year as the global economic and investment environment evolves in search of a new reality. Inflation and central banks will be in focus, along with other shifts underway. For investors, all the change means having an effective risk management of portfolios that is complemented by longer-term considerations. Two essential components of it will be your strategic asset allocation and the ESG factor.