Q&A with Harbert Management’s Jon-Paul Momsen

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. The firm now has the opportunity to invest in a diverse portfolio of mid-size multifamily, office, industrial…

Investment Outlook: Cautious Optimism

We all struggle to predict the outcome of specific events, let alone the future in general. Once a result is known, whether it is the performance of the markets this year or the votes last year for Brexit and Donald…

Municipal Bond Market Update: What’s Changed, What Hasn’t

For all the changes in bond market yields since the surprise election of Donald Trump, some important economic drivers haven’t changed. As the managers of customized portfolios with strong allocations to defensive assets, we know that it’s important to distinguish…

2016 California Proposition Results

The results are in for statewide ballot initiatives in California and the impact is generally positive for the stability of the state’s fiscal position and credit quality.

The Case for Alternative Lending

Banks have long been the primary source of credit, using their low-cost deposits to fund loans to consumers, small businesses, and students. Recently, however, advances in technology and the disintermediation of banks have opened up a new channel: alternative lending.…

Luxury Industry: Health is the New Wealth

We expect soft global luxury demand to persist as Chinese consumption of high-end luxury goods continues to wane, but also due to the rising importance of healthy living and active lifestyle, which appears to be replacing traditional luxury goods as…

Overload at the California Ballot Box

In another bumper season for statewide ballot initiatives, including some that seem too complicated for a general electorate, investors in California have to be wondering how much of a good thing is too much for the state’s fiscal health. The number…

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