Markets have just witnessed the biggest decline in crude prices since the Gulf War. What does this mean for commodity investors in the U.S. and around the globe? A closer look at what might have caused the oil collapse reveals how it can impact investor expectations for the near term.
The coronavirus pandemic has upended markets, the economy, and people’s livelihoods. Few things feel like they’re under your control. When it comes to investing, what should investors and their advisors do? While it may be strange to contemplate why the pandemic could also reshape taxes, the choices you make around investment taxes...
Can a pandemic-induced market downturn become an opportunity for investors looking to modify their portfolios? Learn how constructive changes, including going from ETFs to tax-managed SMAs, can present the best chance to improve overall portfolio health.
At the 2012 Global Investment Forum, this expert panel examined opportunities linked to increased interest in asset classes – direct investing, distressed assets and global fixed income – resulting from disjuncture in the world economy, the current financial crisis and its longer-term aftermath.Wealth owner, William Kidd, has found success in devel...
Although the population and life expectancies of U.S. retirees are increasing, portfolio yields remain at historically low levels. As defined benefit income becomes less commonly available, the need for informed retirement portfolio spending strategies is more critical. Because every investor's financial situation is unique, there is no one-siz...
In a time of volatility and unstable markets, investing in sustainable infrastructure can help stabilize an investment portfolio. Further, sustainable infrastructure is likely to be more shielded than many other sectors from emerging concerns stemming from the COVID-19 pandemic, such as consumer credit risk and business interruptions affecting non-...
Institutional investors predict the volatility that rocked markets across the globe in the fourth quarter of 2018 will continue into 2019, and expect that the long-running U.S. bull market will soon come to an end. But even as they anticipate a dramatic 180-degree turn from the low-rate, low-volatility environment that’s fueled the longest bu...
When taxes don’t matter, and that is rarely the case for most investors, pre-tax returns are sufficient in determining whether the investment did well or poorly relative to a benchmark. But for taxable accounts, pre-tax returns provide an incomplete picture, and relying on them can lead to poor investment decisions. In such cases, using after...
On August 9, 2019, the Nebraska Department of Banking and Finance issued the Interpretive Opinion No. 19 that excludes M&A Brokers from the Nebraska Securities Act’s definition of broker-dealer. It is a development that modernizes and streamlines Nebraska’s securities rules and regulations. By providing needed regulatory relief for ...
The strategies available through liquid alternatives and hedge funds can deliver valuable portfolio construction benefits for certain types of investors, with suitability depending on investor-specific objectives, preferences, and constraints. Liquid alternatives are public and private vehicles that investors use to access a variety of alternative ...
The main threat to responsible investing (RI) is the very success of the idea itself. There are now so many investors looking for RI investments that the usual financial industry fraudsters and unethical salespeople have come out in force. But with serious diligence, caution—including being aware of “greenwashing”—and temper...
What might your best stock holding, a piece of real estate, shares in a privately held company, interests in private equity, venture or hedge funds, fine art, collectibles, and bitcoin have in common? Whether you purchased them for love or investment purposes, they could be among the best items to give to your favorite charities to realize maximum ...
Oil prices jumped 18% at the opening of trading Sunday night after a missile attack on the world's largest crude oil processing plant in Saudi Arabia, but fell back to a gain of about 9% on Monday morning as traders attempted to handicap the impact on future production. Saudi Arabia has a stated goal of restoring one-third of lost production by...
Recent legislation and changing public opinion has led to the birth of an exciting, fast-growth new industry: cannabis. Companies eager to capitalize on the trend toward legalization are moving quickly to establish a toehold in an industry that is expected to generate explosive growth in coming years. At the same time, investors considering ways to...
The spectacular decline in global interest rates, both here and abroad, has been viewed as a necessary tonic to reinvigorate the sluggish global economy. But will a sharp reduction in short-term interest rates engineered by the Fed result in a new economic boom and a powerful rally in stock prices? Or is the experience of the European and Japanese ...