For long-term investors, litigation finance can be an effective way to diversify portfolios in today’s economic climate. See how providing capital to fund legal expenses is a less competitive option than traditional equity and fixed income investments that has the potential to offer promising returns.

Many are asking if COVID-19 will threaten the global economic recovery. With trade between the U.S. and China in flux, can the increased consumer spending counter the potential impact of COVID-19 variants and how will that struggle impact the capital markets?

A significant rebound in the overall bond market was bolstered by a hawkish Federal Reserve holding its position that inflation is transitory. With short-term rates increasing and longer-terms rates declining, the major fixed income sectors have moved past one of the worst performing quarters in decades.

Searching for hidden gems well into a strong market run? If economic growth rates begin to slow, will the corresponding market pullbacks present opportunities to add to equity positions? We examine the sectors that continue to show promise following the pandemic lows of last year.

With several metrics indicating that stock valuations are currently stretched and equities may be due for a correction, we examine factors in play during the remainder of 2021 and beyond. Using two valuation approaches and assessing known risks to earnings and returns, we provide our views on equity trends in the upcoming couple of years.

In Part Two of this commentary, we continue our analysis of the factors on the horizon that may impact equity performance. Today, we’ll review possible risks and trends that are expected to emerge in the months to come.

President Biden’s recent tax proposals may have dramatic impacts on estate planning for high-net-worth individuals. Potential tax increases and more robust reporting obligations make estate planning strategies more critical than ever. Discover how the administration’s fiscal year 2022 revenue proposals might impact your financial plans.