Economic data in the U.S. continue to point to a strong recovery but the path to prosperity may prove uneven in the short term as some pockets of the economy respond faster to the significant fiscal and monetary stimulus than others.

Interest in environmental, social and governance (ESG) investing continues to grow throughout the investment community. As financial performance and societal impacts become quantifiable, the benefits of ESG investing become more evident. Ash Daggs, Managing Director at Boston Private discusses the crucial elements that go into an effective ESG investment strategy.

With a robust global economic recovery seemingly assured, the focus has shifted to how strong and long it will be – and whether the capital markets, particularly stocks, will move in lockstep with the upward trajectory.

The first quarter of 2021 continues the strong equity performance we’ve seen over the last 18 months. Unpacking the various circumstances driving that appreciation will help shed light on investment opportunities as the year progresses. In this quarterly commentary, we examine the short and long-term factors impacting the equity markets.

As vaccination rates improve, fiscal stimulus continues and more businesses reopen, the U.S economy is poised for normalcy. Unfortunately, the majority of fixed income sectors has not benefited from these developments. Digging into recent economic activity uncovers the factors involved in the lackluster Q1 performance of many fixed income sectors.

Clients who are non U.S. citizens work with a team of professionals who can help them maximize their U.S. tax benefits and mitigate tax exposure.