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Capturing the insights from over 900 experts worldwide, this executive summary of the 2025 Global Risks Report highlights the key findings to support decision-makers in balancing present crises and longer-term priorities. The report also considers the survey findings and the range of implications, plus it provides six in-depth analysis of...

The Global Risks Report is a comprehensive analysis of the most significant risks facing the world today. Designed to help understand the top risks for 2025 and over the next decade, this report provides insight into challenges and opportunities for risk leaders across industries. Developed by the World Economic Forum with support from strategic pa...

The year 2024 is now in the history books, marking three notable market highlights: a very good year for U.S., the AI gold rush broadening to other industries and sectors, and a surprisingly tough year for U.S. bonds. Looking ahead to what’s next in 2025, Chief Investment Officer Pete Chiappinelli of Ballentine Partners sees thirteen areas for inve...

Extreme winter weather is responsible for hundreds of deaths and substantial financial losses in North America each year. By taking proactive measures, you can ensure you’re better equipped to handle the challenges winter storms present. Stay safe and use this checklist as part of your risk management plan to help you prepare, respond, and recover ...

Slowing population growth is a global phenomenon. From this research report, learn how to establish a framework by which to understand the dynamics between demographics and economics, along with the likely effect on economic growth and financial markets in the coming decades.

By assessing the impact of global warming and the transition to “net zero” on the economy, this paper focuses on three dimensions: the direct physical impact of higher temperatures, the effect of stricter environmental policies, and the boost from greater “green investment” to help mitigate and adapt to climate change. While the physical impact of ...

With the return of the Trump administration, observers expect meaningful changes in political direction and economic and tax policy, but specifics and timing are unknown. Given the degree of uncertainty, investors should remain diversified and focus on both risk and liquidity management. Within private equity, deals that emphasize operational impro...

Emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories. However, expectations of higher U.S. interest rates and a stronger dollar are likely to challenge EM currencies and investor sentiment in 2025, and the 2024 U.S. election introduced a new layer of uncerta...

Growth is at the top of the menu for finance leaders as Grant Thornton’s CFO survey shows that the uncertainty associated with the U.S. election in 2024 has given way to unrestrained optimism about the U.S. economy and meeting business goals. Other results from the survey were broadly aligned with high growth expectations—and with the transformatio...

With the U.S. election results in 2024 setting the stage for significant changes in tax legislation, the administration is expected to prioritize extending the Tax Cuts and Jobs Act of 2017 (TCJA) and potentially repealing parts of the Inflation Reduction Act, which may lead to adjustments in corporate taxes and individual tax provisions. As we nav...

The good fortune of high productivity growth and a surge in available labor has propelled the U.S. economy, while other economies have been less lucky. A key risk to the U.S. outlook is the potential waning of the positive supply-side factors, though expansionary fiscal policy may cushion any negative impact on growth as the era of sound money...

The explosion of the use of philanthropic vehicles, coupled with massive intergenerational wealth transfer, means that affluent families are giving in more ways, both collectively and individually. Taking a deeper look, researchers found that as families evolve, they face common dilemmas regarding their philanthropy—most critically, the choices the...

At the most basic level, the difference between a donor-advised fund (DAF) and a private foundation is the construct, or form, in which each entity is created and operated. Because a private foundation is a freestanding legal entity, and a DAF is an account, the two charitable vehicles offer very different levels of control, authority, and philanth...

Some families start a private foundation because they want to give back while others are seeking tax savings. Whatever the impetus, private foundations serve as a powerful and flexible philanthropic vehicle and offer tremendous advantages over giving as an individual donor.

Because nearly 90% of all foundations are set up with the intent to exist in perpetuity, their success depends on their ability to prepare for and manage change. The challenge isn’t merely a transition, but also the internal stress of balancing the energy and engagement of new blood with the experience and traditions of its senior members. Based on...