Insights

Investment themes and megatrends driving future growth

We have updated our three key investment themes that are guiding investment decisions.

AgTech in Latin America: Small-scale solutions in a…

Latin America is one of the few places in the world where significant portions of farmland remain untapped.

Markets rebound despite the ongoing recession obsession

While recession fears dominate headlines, the stock market continues to rally—but is it sustainable?

Precision Medicine: The next trend in healthcare innovation

Current trends in healthcare technology will deliver future innovations to personalize healthcare. Identifying the right trends…

The second gear of the Manchin-Schumer bill

While the Manchin-Schumer bill (if passed) would almost certainly accelerate the US energy transition, nothing like a CBO…

So, are we in a recession?

Markets are rallying despite GDP contracting and higher rates on the horizon. What gives?

How can I protect my portfolio from market volatility?

Although allocations to fixed income haven’t protected multi-asset portfolios over the first half of the year, in our view this…

Finding the right fit: Vetting Private Investment…

Direct private investing requires a lot of discipline. How can families go about it?

Want to get your Gen Zer interested in investing?

Gen Zers are passionate about driving positive change. Sustainable investing can help them make a difference—and learn to manag…

Is Europe on the brink of recession?

An ongoing energy shortage, policy tightening that threatens the union, and multiple political upheavals are creating a perfect…

It’s time to put cash to work

Suddenly, yield for liquid investments has increased—and it may help soften inflation’s bite.

Is mortgage non-payment China’s Lehman moment?

This week, U.S. equities rallied on solid earnings, and market focused on ECB rates decision. We think equity volatility may…

Three steps for tax-savvy portfolio withdrawals

When it comes to decumulation, where should you pull assets from first?

5 Essential Considerations for Your Family Office to Succeed

In preparing for your family’s future, these five questions may help identify areas of focus in leading your family office’s…

Transferring wealth to family: When is the best time for…

Here’s a framework to help you weigh the risks and opportunities of making substantial gifts to loved ones during your lifetime…

To better benefit your heirs: Give sooner, rather than later

If you can afford to give away assets during your lifetime, giving to your heirs while you are alive has decided advantages.

Make the most of your company stock, today and tomorrow

Have you fully explored the wealth management opportunities inherent in a concentrated position in a single stock?

How much cash is too much cash?

Are you set up to maintain your lifestyle—for life?

Your strategy may be sound, but it may need some adjusting. Here’s how to plan for your spending needs in any market cycle.

To spend your assets well when you retire—confront your…

Moving from saving to spending as you retire requires changing strategies, confronting biases, and building new spending plans…

Preparing young adults for wealth takes a runway

For young adults to emerge as family leaders, ages 20-35 are crucial. And during this time, there’s much you can do to help the…

Help your children make a great plan for their lives

See our tips for speaking with—and empowering—adult children and grandchildren

Cash: How much do you really need on hand?

Do you have too much, or too little, in cash reserves? Behavioral biases may be influencing your decision making.

Tax alpha: 3 steps to take today to improve your portfoli…

Are you doing all you can to save on U.S. taxes?