Evercore Wealth Management
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…
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…