Future Growth & Resilience: Managing Wealth and Risk in Uncertain Times
This Independent Thinking® issue explores how investors and wealth managers can navigate a persistently low interest rate environment while maintaining portfolio resilience. It discusses the enduring value of a diversified 60/40 portfolio, despite debates about its relevance in today’s markets, and examines the powerful negative correlation between stocks and bonds that helps reduce volatility.
The publication highlights long-term deflationary trends, such as demographics, high debt levels, technological innovation, and globalization, likely to keep inflation subdued. Leadership succession at Evercore Wealth Management addresses the firm’s commitment to culture, client service, and strategic growth.
The issue also covers timely topics like business transition planning, the implications of negative interest rates, and forward-looking wealth planning strategies
Independent thinking®
VOLUME 37
Future Growth & Resilience: Managing Wealth and Risk in Uncertain Times
Powerful Protection in a Low Interest Rate Climate – Explains why a diversified portfolio, particularly the traditional 60/40 mix of stocks and bonds, remains effective for managing risk and generating returns, even when bond yields are historically low.
Enduring Deflationary Forces – This article covers how global demographic shifts, elevated debt levels, technological advancements, and globalization are combining to suppress inflation and support the negative correlation between stocks and bonds.
Leadership Succession and Firm Culture – Highlights Evercore Wealth Management’s thoughtful leadership transition, focusing on the importance of maintaining a client-centered culture, strong professional relationships, and strategic continuity.
Navigating Negative Interest Rates – Examines the phenomenon of negative interest rates in some global economies, their impact on investment strategies, and what they may signal for the future of U.S. markets.
