Morning Memo
Wealth Management Morning Memo

MAY 13, 2021

ETFS

As Inflation Rates Rise, Look to Financials, Small Cap Stocks

A panel of market observers from Informa Financial Intelligence see strong headwinds hitting an overly exuberant market.

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HIGH NET WORTH

What Private Equity Investors Need to Know About Proposed Tax Changes

Private equity investors can turn tax uncertainty into potential opportunity by being proactive.

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EXCLUSIVE RESEARCH

The Growing Role of Emerging Market Equities

Financial advisors are shifting their strategies around emerging markets equities to help clients better take advantage of the potential growth opportunities.

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EQUITIES

Why Rising Inflation May Help Sustain Value’s Recovery

Robust growth thanks to further economic reopening, record government stimulus and increased consumption from post-pandemic demand may lead to inflation, which historically has been a tailwind for value stocks.

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REAL ESTATE

Why One Investor is Betting Billions on SFRs

Transcendent Electra plans to acquire or develop rental housing totaling $3 billion over the next three years.

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SPONSORED CONTENT

Managing Irrevocable Trust Assets: Heed the “Guardrails”

Are you fully aware of risks and responsibilities involved with managing irrevocable trust assets?

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