Evercore Wealth Management
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…
Properly diversified investment portfolios are naturally hedged against inflation. Short-term bonds, equities and real estate can be surprisingly strong defenses against rising inflation; assets commonly perceived as targeted inflation hedges, not so much. It’s a distinction worth thinking about in…
Is ESG investing fueling inflation? As counterintuitive as it seems, the well-intentioned allocation of capital may come at a cost to investors. That’s particularly true in the energy sector. Environmental, social and governance, or ESG, investing has grown very quickly…
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 public companies with Debra Netschert, a health sciences equity portfolio manager at…
Editor’s note: This article is extracted from a recently published paper. Click here to read the paper in full. There are as many opinions about the future of New York City as there are New Yorkers. The city, which was…
Editor’s note: Evercore Wealth Management hosted an investment webinar on June 22 focusing on the prospects for – and potential impact of – rising inflation on portfolios, in addition to the firm’s current market outlook. Please contact your advisor for…