Evercore Wealth Management
After years of easy money, aggressive monetary tightening raises important questions for investors. What’s the best way to be positioned in such a challenging investment environment? And, more hopefully, what are the investment opportunities? A focus on quality seems to us…
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 recap part of the April 7, 2022, webinar discussion with Joelle Kayden, the founder and…
It took just three months for COVID-19 to spread around the world, followed by supply chain shocks and now persistent inflation, a reminder of just how interconnected we all still are. But globalization, in spirit and in practice, is in…
History, said (maybe) Mark Twain, doesn’t repeat itself, but it often rhymes. Investors may hear echoes of the past in the events unfolding in the Ukraine and in the rising tension between China and the United States, but it would…
American technology companies have powered the market gains of the past five years and the astonishing 48% surge in the S&P 500 from pre-pandemic highs. The sector’s four biggest constituents (Apple, Microsoft, Amazon, and Alphabet, the parent of Google) now…
Illiquid alternatives is an umbrella term for different types of investment strategies that range from venture capital and private equity, to illiquid credit strategies, to investments in real estate and infrastructure projects. Many of the portfolios that we manage have…
Kidney disease forecasting, drywall hanging, pizza delivery and crop management: These are just a few examples of activities being transformed through technology. The digital economy (ecommerce, software, tech hardware and so on) now represents more than 10% of the U.S.…
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 self-storage with Benjamin S. Macfarland III, Chief Executive Officer and Co-Founder of…
Editor’s note: This article is extracted and updated from “Another Governor for New York: The Muni Outlook,” also by Howard Cure, published by Evercore Wealth Management in August 2021. For bondholders, the transition of power in both New York State…