Evercore Wealth Management
Investors who care about sustainable investing often care very deeply, as a way to express their individual values and drive change. For something so personal, there can be no one right approach, no single lens. Portfolios should reflect the interests…
Sky-high asset prices and record-low yields make for a dramatic investment landscape, a far cry from the one that global central bankers set out to shape years ago when they embarked on sweeping stimulus efforts, first to recover from the…
Inflation, said the late economist Milton Friedman, is taxation without legislation. In that context, it’s not surprising that the strikingly low consumer price inflation of the past 20 years continues to support outperformance in both stocks and bonds. But other…
Blockchain is well named. At its core a specific type of database, a blockchain collects data together into groups, or “blocks,” which store digital information, such as financial transactions or asset ownership records. Imagine a series of these blocks. Each…
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 venture capital with Atul Rustgi, a Partner at Accolade Partners. Accolade is…
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, including illiquid assets such as private equity and real estate that have the potential for higher returns…
In the previous edition of Independent Thinking, we focused on the role of the large-cap growth stocks in supporting the remarkable market gains since the lows of March. Here’s another way to think about stocks now – in directional quadrants,…
For as long as most investors can remember, portfolio construction has started with a 60% allocation to equities and a 40% allocation to bonds, with adjustments then made for those looking for more capital appreciation or preservation. This classic balanced…
Editor’s note: The following is extracted from an Evercore Wealth Management paper, Got Munis? The Case for Bonds as States Adjust Budgets and a recent client webinar, Rumors vs Realities in the Municipal Debt Market: How Bad is It? All…