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Most of us are familiar with the Consumer Price Index (CPI) as the headline measure of inflation. However, at the January 2012 Federal Open Market Committee, the Fed declared it would use the Personal Consumption Expenditure price index (PCE). Since the indexes are calculated differently in weight, scope, and formula, it will yield different measures of inflation. The difference will impact how investors plan to fight the rising inflation that is spurring fears of currency devaluation.

ESG—the environmental, social, and governance factor can serve as a great opportunity and platform to do better while improving your business on multiple levels. In this podcast episode, host Damien Martin sits down with guest Dirk Cockrum to define ESG, explain its potential effects, describe various ESG frameworks, and share how to get started on building your program.Here’s what’s covered:

Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and social change unseen in decades. It reveals a shift in their philanthropic investments, next-generation and succession planning, and crypto investments. It also explores the private banking services among family offices and the awareness of the proposed Family Office Regulations Act of 2021.

The Biden administration’s fiscal year 2023 budget blueprint that was released on March 28, and it consisted of a mix of familiar proposals and brand-new initiatives that reflect the President’s policy objectives. The familiar included calls for increasing the top corporate tax rate to 28% and the individual rate to 39.6%. Among the new proposals, the minimum tax on high-net-worth individuals has garnered considerable attention. These proposals, as well as others that have not been closely scrutinized, are described in this report.

After more than a decade of record low interest rates, the combination of inflation and increasing interest rates has investors jittery; however, it also presents an opportunity for high-net-worth individuals to review and adjust their existing strategies for estate planning, business planning, financial planning, and wealth management.

During the Great Resignation, retaining talent has become a big challenge for many employers who know that losing talent can be costly and high-performing employees are difficult to replace. While employees may leave if they are underpaid relative to the market, it is rarely the sole reason for leaving an employer. As companies think about retaining talent, a holistic review of the employee value proposition that looks beyond compensation can be helpful.

The tailwinds that greeted commodities in 2021 have moderated, but they are not gone. Faced with strong economic growth and high inflation, the market expects the Fed to run down its balance sheet and begin hiking interest rates. In addition, a shift in consumer habits has left most commodity markets priced for a deficit, which may require an extended period of high prices and could lead to continued strength from the asset class.

In this Tax Outlook Survey, 150 tax executives were polled on questions ranging from their tax planning strategies to their views on environmental, social, and governance (ESG) initiatives. The findings indicate that the recently enacted and proposed tax policy changes continue to pose challenges to tax executives and their teams as they strive to guide their organizations through a dynamic world.

In this segment of The Market in Five Charts, Chief Investment Officer Rick Pitcairn addresses the Ukraine crisis and its impact on capital markets through the following lens:

The ESG-labeled bond issuance has been significantly growing and is likely to persist, along with investor interest in this segment of the fixed income markets. What can responsible investors in this market expect in the year to come? Sustainable bonds should play an increasingly important role.