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Today, the state of the economy, add-on acquisitions, and industry diversity are just a few issues at the forefront of the private equity industry. In this podcast episode, Gretchen Perkins of Huron Capital and Silver Leaf Partners' Kathleen Lauster join BDO's Todd Kinney to discuss these topics and more. Additionally, BDO's Karen Baum ...

President Trump’s renewed interest in raising tariffs on Chinese imports from 10% to 25% has set off a round of retaliation from China who will strike with its own tariff hikes on U.S. imports. It now appears that a negotiated deal acceptable to both parties is unlikely to be reached in the near term. What are the implications for investors o...

With impact investing, the viability and projected growth of the creative economy is not easily seen. But when using the “creativity lens” that looks at creative activity beyond the limits of art and culture, a different story emerges. It can be seen that impact investing in the creative economy has been hiding in plain sight. This study by Rockefe...

The rhyming market maxim “Sell in May and Go Away” describes the phenomenon that stocks have historically underperformed between May and October, and that investors are better off being out of the stock market and in bonds or cash during the summer months, only to return to risk-seeking assets for the more robust November through April ...

Companies are starting to take notice of the increasing numbers of pet owners prepared to invest in their pets' health. Driving much of this growth is a secular shift referred to as the "humanization of pets," where pets are viewed as members of their pet owners' families. The animal health industry is structurally more attractive...

The IRS released its second set of proposed regulations under Internal Revenue Code, Section 1400Z-2, Special rules for capital gains invested in opportunity zones. While some questions remain unanswered, it provided much needed guidance for investors, fund managers, developers, and sponsors pertaining to qualified opportunity zone business propert...

Contrary to the benefit that investors have historically achieved with corporate private equity investments, private real estate funds have generally not succeeded in delivering a return premium. Yet there remains significant momentum in institutional capital targeting private equity real estate, especially value-add and opportunistic strategies. H...

There has been much discussion regarding the Qualified Opportunity Zone program established via the Tax Cuts and Jobs Act in 2017 because of potential tax advantages. This program aims to incent long-term private sector investment in low-income communities nationwide while allowing investors to potentially defer and partially reduce capital gains t...

Traditional benchmarks don’t work for taxable investors seeking to put their after-tax performance in perspective. The solution are customized benchmarks, which means knowing how to calculate your own personal index. It’s not a simple task, but it’s essential for any manager who wants to look credible in the tax-management sp...

The coronavirus pandemic hasn’t slowed private equity firms’ interest in putting their cash to work in distressed firms. Although deal activity has been down, general partners in private equity firms are still searching for value wherever they can find it. At the same time, the declining valuations have created a push and pull in the pr...

In an industry that relies on speed and innovation to close deals and drive returns for investors, the absence of face-to-face meetings amid the coronavirus pandemic is one reason the M&A activity in the private equity sector has had the most sudden drop-off since the Great Recession. Now private equity firms must transform quickly, and innovat...

Coming into financial independence and taking on more responsibilities for your own income and spending is both a liberating and intimidating experience. To help navigate some of the most important and common financial and investment decisions, a collection of articles is provided for guidance. The goal is to help break down complicated concep...

When forecasting any investment assumptions, it is important to take a look at the factors that shaped the past decade and those that will influence markets moving forward. From that vantage point, this year’s Capital Market Assumptions report provides strategic asset allocation models and shifts based on shorter-term market opportunities.

Equity markets have priced in an optimistic scenario of earnings recovering to pre-COVID-19 levels by the end of 2021—a V-shaped recovery. While it is within the realm of possibility, there is considerable risk to this scenario. We consider what conditions could support a V-shaped recovery, and circumstances under which other, more gradual re...

The Golden Age of Monetary Policy (1980-2019) has ended and the Post-Monetary Era has begun. This episode explores the consequences of the COVID pandemic's dramatic impacts on the economy and financial markets.