Many investors are attracted to thematic investing because it allows them to invest in strongly held convictions about the future (e.g., artificial intelligence) or according to their values (e.g., decarbonization). In a March 2021 survey, investors reported holding 28% of their portfolios in thematic instruments or strategies, with that share expected to grow to 35% in the 18 months following.
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China took a different path in response to the global outbreak of COVID-19, pursuing a policy of zero tolerance for COVID infections, which meant meeting any signs of virus infection with lockdowns and isolation to prevent its spread. While the approach seemed to work well early on, China has been undergoing rolling lockdowns throughout the country, including port cities. The economic impact has been significant.
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After decades of loose monetary policy, the Fed has begun pursuing a tighter monetary approach that includes raising interest rates and reducing its balance sheet. This policy u-turn is an attempt to rein in an accelerating inflation rate driven by supply chain disruptions, strong consumer demand, excess liquidity and elevated fiscal spending. It’s also led to a lot of questions…
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No one likes to pay taxes. For many investors, that disdain for paying taxes may rise to the level of hesitating to sell an appreciated asset regardless of the compelling investment sense of doing so. This tax-induced reluctance introduces two potentially costly consequences. How can investors rationally manage the aversion to paying taxes?
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The demand for second homes has soared thanks to remote working and low mortgage rates. With new working arrangements, many individuals have begun to consider a permanent move into their second home, raising important questions about what to do with their primary residence.
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