The Market Impact of the U.S. Elections
Investors of all kinds are keenly interested in the 2016 U.S. elections, which feature not just the presidential election but the entire lower House and one-third of the Senate as well.
Category: Global Investment Management
Diversified Market Strategies and Illiquid Alternatives
Now may always be the hardest time to invest, but for many investors, this time seems particularly hard across the traditional asset classes.
Taking the high road: Investing in America’s infrastructure
The United States has an infrastructure problem. Globally, the United States ranks 19th in the quality of its infrastructure.1 Quantifying infrastructure investment – and the related opportunities and risks – is a challenge, but is critically important in this election…
Connecticut at the Crossroads
GE’s announcement on January 13 that it plans to move its headquarters to Boston from Fairfield, Connecticut, publicized on a national level what residents of the Nutmeg state have known for some time: Connecticut is struggling to grow its economy…
Steady Investing in Changeable Markets
Behind all the market headlines is one incontrovertible fact: It is impossible to consistently time the markets. Just about everyone gets it wrong, so much so that over the past 20 years, when the S&P 500 compounded at a 9.9%…
The Case for Middle Market Lending
Jim Grant of Grant’s Interest Rate Observer recently joked, “I remember interest rates. We used to have them.” No kidding. Seven years after the Great Recession, interest rates in the United States remain remarkably low. Investors in traditional fixed income…
High-Yield Credit: Time to Catch a Falling Knife?
The high-yield credit market, after suffering its worst year since 2008, is off to a rocky start in 2016. The weakness that originated in the commodity-focused credits has spread to high-yield sectors as diverse as retail, gaming, media, consumer products,…
The Economics of Immigration
The world is on the move. Today, there are 244 million people living outside their country of birth, the highest figure ever recorded, an increase of 71 million people since 2000. The global refugee crisis, along with security concerns that…
Fighting Back: Cybersecurity for You, Your Family & Your Firm
Evercore Wealth Management featured Celina Realuyo, the President of CBR Global Advisors LLC and the Professor of Practice at the National Defense University William J. Perry Center for Hemispheric Studies, at a client event on December 1, 2016 in New…