Real Estate

We have announced our Venerated Voices™ awards for commentaries published in Q2 2021.

Last week marked a watershed for technology startups in India, as a record bout of fundraising shifted attention to the world’s second-most populous market, just as investors were becoming spooked by a crackdown on internet companies in China.

Global issuance of bonds for environmental, social and governance goals look set to hit $1 trillion for the first time ever this year. That’s more than double what was sold in all of 2020 as more borrowers are pushed to sell ethical debt by investors.

The reflation trade that hammered bonds, drove stock gauges to repeated records and re-energized long dormant value shares this year is in rapid retreat.

We’ve had serious inflation, but don’t know it because the barometer we use to measure it ignores security price inflation.

Much is being written on the state of extreme equity and bond valuations. Surprisingly, there is little research focusing on what keeps valuations at such levels. Liquidity is our asset bubble's lift and worth closely examining to better assess the markets' potential flight path.

Here is how I am positioning my firm’s portfolio for the risk – the possibility, not the certainty – of long-term inflation.

Buying shares trading at 40 times earnings may not sound like a good deal. But that’s exactly what Maneesh Deshpande is telling clients to do.

Investors are witnessing the “biggest U.S. fantasy trip of all time” in the stock market thanks to a clueless Federal Reserve, speedy stimulus and surprising success with Covid-19 vaccinations, according to Jeremy Grantham, financial historian and co-founder of the investment firm GMO.

I spoke with Staley Cates, the vice chairman of Southeastern Asset Management, on the value opportunities he sees in the U.S. and abroad, and why his firm’s process has generated superior returns for its partners/investors.

Millions of people – many of whom are excellent financial planning prospects – may not realize that they have to deal with cross-border planning complications which, if handled clumsily or not at all, will significantly reduce their wealth.

The Fed stated in late April that it expects inflation to be “transitory,” but Jeffrey Gundlach gives that only a 60% chance of being true. If inflation is non-transitory, markets will be “severely stressed,” he said.

It’s kind of weird to say this, but after more than a decade of Bitcoin’s existence, there’s finally some consensus about what it is.

Luxury home sales in the U.S. are soaring faster than lower-cost segments as remote work, brimming stock portfolios and rising listings give wealthy buyers an edge.

Adding “alpha” to client relationships may be easier through effective estate and tax planning than with investment manager selection or portfolio construction. Potential changes to the tax code illustrate many of those planning opportunities.

Americans are shedding their masks, buying concert tickets and booking vacations like it’s 2019. But there’s one thing that’s doesn’t appear to be going anywhere as the pandemic fades: remote work.

The eventual tapering of QE will foster a change in investor behaviors. This article focuses on bond yields and a few interest-rate-sensitive equity sectors to provide forward guidance on how fixed income and interest-rate-sensitive assets may perform in a tapering environment.

Brokers who charge commissions are two to eight times more likely than advisors who charge fees to recommend risky investments.

Since the global financial crisis, a new asset class has emerged that offers attractive yields – single-family rentals (SFRs).

We look at specific equity industries commonly available in ETFs as an alternative to commodities as a hedge against inflation.

To see growth in your clientele as an advisor, here is my list of email marketing trends.

Archegos Capital Management’s implosion signals Wall Street has grown too complacent about potential threats building up in the economy, said Michael Hsu, the new acting chief of the Office of the Comptroller of the Currency.

A year ago, as the pandemic ravaged country after country and economies shuddered, consumers were the ones panic-buying. Today, on the rebound, it’s companies furiously trying to stock up.

New research shows that the professionals who run, manage, and recommend strategies for pension funds and university endowment funds do worse than a passively managed index fund.

Former top TPG Capital LP executive Bill McGlashan’s decades of good works and social-consciousness fund raising weren’t enough to dissuade a federal judge from ordering him to prison after being caught cheating to get his son into college.

Investment success requires that a person have a high tolerance for boredom, which means turning a deaf ear to the financial press’s investment panic-de-jour. It's good for your financial health to avoid following the advice of prognosticating financial soothsayers. Even when one of them is me.

One of the most common reasons new clients seek me out is the loss of their long-standing financial advisor. As an advisor, the best way to protect against losing those clients is to create a team or “ensemble” approach to providing financial advice.