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Preferred securities play a unique role in capital markets and have unique investment attributes. They are fixed-income investments, but with certain equity characteristics such as deeper subordination in the capital structure. Investors are compensated with notably high rates of income. Despite preferreds’ long stated lives, abundant fixed-t...

In this year’s global CEO survey, the prevailing sentiment is one of caution in the face of increasing uncertainty. Unlike the past year, CEOs are less bothered by the broad, existential threats like terrorism and climate change, and are more ‘extremely concerned' about factors that affect the ease of doing business in the markets w...

People, by nature, are born to judge and make judgments about others as well as themselves. Understanding each other through Real Colors® and knowing what makes each other tick regardless of, and separate from, each person’s relationship with the family of wealth or the family business, is eye opening for families. Real Colors® is a &...

For families of wealth, especially those with a goal of long-term wealth preservation, the potential value of Real Colors® is multidimensional. It offers a language of understanding that aims to improve communication, problem-solving, and decision-making. It may also provide insight into making asset allocation decisions to help maximize the family...

The results of the U.S. Family Business Survey findings brought out the importance of being prepared to compete in a far more digital economy. Family businesses have built up trust among loyal employees and their ownership group. So how to turn values like loyalty and hard work into a multi-generational success story? There are four moves ahea...

With the U.S. elections front and center in the minds of most investors around the world, we focus this edition of Global Foresight on the potential outcomes of the November 8, 2016 vote and discuss how the elections could impact the composition of the Supreme Court, legislative priorities for the next Congress and the U.S. Federal Reserve.

For eight years the Federal Reserve Bank has held interest rates abnormally low. The Fed's dual mandate of moderating unemployment and inflation seems to have morphed instead into keeping stock prices high. That has helped Wall Street tremendously but has punished the average person saving for retirement. What we need now is economic growth, an...

In this quarterly investment insights report—“The Economic Case of Dr. Jekyll and Mr. Hyde”—is an examination of the uncertainty in the financial markets. It identifies and delves into key themes for investing in the current environment. The main concerns for investors revolve around the rising U.S. dollar, monetary policy c...

In this quarterly edition of the CIO Insights, the analysis is on the economic consequences of government policies, assessment of risk and uncertainty in financial markets, and a focus on generating returns in a low-growth world. There is also a look at renewed confidence in emerging markets, as well as a summary of our economic and market forecast...

The October 2016 Market Review outlines the market highlights and gives a summary of current events (such as employment housing updates, geo political events and meetings) and their impact on the markets and asset classes. Highlights include economic growth accelerating at its fastest pace since the 3rd Quarter of 2014, expectations for December Fe...

In this edition of Tax Topics, the focus is on the IRS release of the 2017 inflation-adjusted numbers, along with planning points to keep in mind for both year-end and in general. It also has the November 7520 rate and applicable federal mid-term rates.

This webinar and presentation provides an overview of where we are today and views from the investment management industry on the impact of the election across the US, developed and emerging markets.

Donald Trump’s election as the 45th President of the United States on November 8 is expected to bring changes to the tax laws for individuals and businesses. President-elect Trump had made tax reduction a centerpiece of his economic plans during his campaign, saying he would, among other things, propose lower and consolidated individual incom...

On November 9, 2016, many Americans woke up to (or stayed awake for) an unexpected election outcome. As of that day, the downside for the DOW and the S&P 500 Index appeared to be less than the declines that occurred after the 2008 and 2012 elections. However, it is still early. During these uncertain times, it is best to stick with your investm...

In 2015 charitable giving rose to $373 billion in the United States, driven by an almost $10 billion increase in gifts from individuals which represent over 70% of total giving. This year individual giving in the U.S. is poised for even greater growth, thanks to several contributing factors, including a solid economy and robust stock market perform...