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 speak with David Golub, President of Golub Capital, which makes loans to middle market U.S.…
Howard Cure, National Director of Municipal Bond Research, writes in “Mass Transit Systems: Lawmakers All Aboard (For Now)” that there may be opportunities for bond investors in this sector. However, he notes that questions remain around the long-term impact of…
John Apruzzese, Chief Investment Officer at Evercore Wealth Management and Evercore Trust Company, provides highlights of our investment outlook.
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 speak with David Samra, a managing director of Artisan Partners and a founding partner of…
The 2020s have so far brought us some of the best times in the markets and some of the worst. As we look to 2023 and beyond, it’s worth taking stock and reviewing our asset allocation. There are plenty of factors…
Tax-loss harvesting means selling an investment at a loss to offset capital gains. Over the last 20 years, it’s been applied to stocks, which tend to be more volatile than bonds. But the recent and severe bond market dislocation has…
A perspective on purchasing power parity Purchasing power parity, which is calculated by measuring the price of a specific basket of goods to compare the absolute purchasing power of one currency to another, indicates that the U.S. currency is at…
Howard Cure, partner and Director of Municipal Bond Research, writes about the remarkably bipartisan Infrastructure Investments and Jobs Act (IIJA). The rollout of the IIJA will substantially impact state and local municipalities. Bond investors should pay close attention, especially to…
It still isn’t easy being green. Some environmental and, for that matter, social and governance investing practices are under attack, as regulators and the financial press question the aggressive marketing of ethical principles to attract trillions of dollars in global…