Insights
Our library of white papers, market updates, webinars, and other resources is designed to provide you with actionable intelligence for emerging opportunities.
Our Latest Insights
Private Wealth Management
Preserving Family Wealth: Before, During, and After Marriage
Creating an enduring financial legacy becomes more challenging with each branch that is added to the family tree through marriage. We examine strategies for preserving wealth and harmony across generations.
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Private Wealth Management
College Was Awesome. Now What?
College graduation marks the start of a career with new responsibilities and decisions. It's an exciting time but can be filled with uncertainty. Having a game plan can help the transition from college to the "real world."
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Equity Research
Brand Matters: Consumer Health and Wellness
We believe the consumer health and wellness market is attractive for industry participants and investors, whether those be venture capital seeding promising early-stage start-ups looking for proof of concept, private equity funding growth of midstage businesses looking to scale, and public market capital allocators looking to create value for shareholders.
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Private Wealth Management
Estate Planning Documents for Your College-Age Children During COVID-19
Estate planning is probably the last thing on your mind as your child settles into college. However, what many parents do not consider is that once a child turns 18, he or she is legally recognized as an adult in most states.
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Private Wealth Management
Education Financing
Among its many benefits, a college education can have a significant impact on future earning potential. It is an important investment. It is also becoming a more expensive one as increases in college costs continue to outpace inflation.
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Investment Banking
Leveraged Finance Activity Stumbles in Q1 Amid Macroeconomic and Geopolitical Uncertainty
The broader leveraged finance market stumbled during the first quarter of 2022 as rising interest rates, inflation, and Russia’s invasion of Ukraine created significant headwinds.
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Private Wealth Management
Qualified Charitable Distributions from an IRA
IRA owners who are age 70½ or older and charitably inclined may consider making Qualified Charitable Distributions from their IRAs as a tax efficient way to fund charitable goals.
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Equity Research
Payment Fraud: The Problem of Minimizing Fraud Costs and Boosting Sales
We believe the fraud management space will garner increasing corporate and investor focus in coming years and see the potential for multiple emerging players as longer-term winners in the space.
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Investment Management
Rising to Meet the Climate Challenge
Our society is in a race against time to decarbonize, and we seek to identify companies that have the potential to catalyze positive change.
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Investment Management
Why Corporate Credit in Emerging Markets Debt Portfolios?
Corporates are becoming an ever more important part of emerging markets hard currency debt investments.
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Investment Banking
Five Themes for Public Company Board Agendas in 2022
There is a lot to consider in the current M&A and corporate finance environment. Despite the volatility and uncertainty of the market, broader strategic topics remain top-of-mind for business leaders and boardrooms.
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Corporate
Client Focus Features Women and Initiatives Empowering Their Success
The growing financial power of women positions them to make meaningful societal change through impact investments, starting and growing successful companies, philanthropy, and more.
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