Ten years ago, the world was emerging from a bear market triggered by the worst financial upheaval since the Great Depression. Central banks maintained interest rates near, and sometimes even less than, 0% for several years, while purchasing trillions of…
Equity markets have evolved dramatically over the past few decades, with a 46% decline in the number of U.S. companies listed on exchanges since the peak in 1996. What is driving this trend? One reason is that public companies are…
In 1789, Thomas Jefferson and Alexander Hamilton had a great battle over how to treat the enormous debt that had been run up by the individual states during the Revolutionary War. Hamilton wanted the federal government to assume the debts…
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 interview Joan Solotar, Head of Private Wealth Solutions and Chair of the Blackstone Total Alternatives…
China’s exceptionally fast economic growth over the last 30 years has created the world’s second-largest economy, and it is on track to surpass the size of the U.S. economy in the next decade. But the pace of growth in China…
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…