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 active value investing with David Samra, Lead Portfolio Manager of the Artisan International Value…
Many investors are familiar with – and comfortable investing in – traditional asset classes. Stocks and bonds, along with the associated risks, are generally well understood, and their returns are widely reported. Alternative assets are less understood, and the associated…
Editor’s note: Evercore Wealth Management Chief Investment Officer John Apruzzese met with clients in New York on June 22, 2017 to discuss the respective merits of active and passive strategies and to describe the firm’s blended approach.
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 the prospects for investors in China with Matthews Asia investment strategist Andy Rothman.* Please…
The S&P 500 index of leading U.S. shares has risen over 50% faster than the rate of international markets in the eight years since the financial crisis – and for good reason. Early and aggressive monetary policies helped stimulate the…
Despite its wealth and educated work force, the State of New Jersey has struggled for years to balance its budget and address its embedded financial liabilities – particularly employee pensions. High quality but costly public schools, neglected infrastructure, and continually…
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.
I joined Evercore to build on this unique culture and to help the firm continue to grow in stature and respect.
Well-researched, investment-grade municipal and corporate bonds remain an important part of a balanced portfolio, even if market expectations of “Trumpinflation” come to pass. Bonds, unlike many other asset classes, are uncorrelated to equities and, in our view, should continue to…