Evercore Wealth Management
Editor’s note: Evercore Wealth Management supplements its core investment capabilities with carefully selected outside funds across the range of the firm’s asset classes. Here we discuss opportunities in venture capital with Joelle Kayden, founder and managing member of Accolade Partners.…
Editor’s note: Krishna Guha is Vice-Chairman of Evercore ISI and heads the Global Policy and Central Bank Strategy team based in Washington, DC. Evercore ISI’s Washington office is ranked on the Institutional Investor’s All-Star Team for Washington research, which is…
Investors are so intent on finding signs of inflation – from accelerating wage growth in a strong economy, say, or rising prices on imported consumer goods suddenly burdened with tariffs imposed in a simmering trade war – that they can…
Powerful disruptive forces are all around us, as technological, political and demographic changes accelerate. For investors, the challenge is to detect meaningful messages amid the cacophony. Of immediate concern to investors is the disruption to international trade being caused by…
Evercore ISI Company Surveys and U.S. real GDP growth have rarely diverged for long. While both are measures of current conditions, our company surveys are produced weekly, while GDP is assessed quarterly. At present, our company surveys show that U.S.…
The United States has had a long history of trade protectionism, starting with the Embargo Act of 1807, when President Thomas Jefferson attempted to punish the French and British for attacks on American merchant ships. Protectionism, as the concept is…
Is this market as good as it gets? Many important indicators are at or near their most bullish readings ever and would be difficult to improve upon. The most notable and extravagant signs of economic health can be found in…
New York, New Jersey and Connecticut face big fiscal challenges. Competitive economic forces, changing federal programs, and each state’s own mismanagement together threaten one of the most economically diverse and dynamic regions of the country. This report considers Tri-State property…
Editor’s Note: Evercore Wealth Management supplements its core investment capabilities with carefully selected outside funds across the range of the firm’s asset classes. Here we discuss opportunities in insurance-linked securities with Charles Melchreit, lead portfolio manager of the Pioneer ILS…