Staying Resilient: Long-Term Wealth Strategies
Volume 45 of Independent Thinking® by Evercore Wealth Management addresses the challenges and opportunities facing investors in a period marked by inflation, bear markets, and global economic shifts.
The publication emphasizes the importance of maintaining a long-term perspective and adapting investment strategies to a resource-constrained and increasingly deglobalized world. It explores the evolving landscape of ESG (Environmental, Social, and Governance) investing, the necessity of focusing on high-quality businesses, and the inevitability, but manageability, of bear markets.
Practical guidance is provided for estate planning in the digital age, especially regarding crypto and NFT assets, as well as for emotionally and strategically effective wealth transfer. Throughout, the issue encourages investors to remain resilient and proactive amid uncertainty.
Independent thinking®
VOLUME 45
Staying Resilient: Long-Term Wealth Strategies
Investing in a Low-Resource World – This section examines globalization’s retreat, rising resource constraints, and investors’ need to recalibrate strategies as supply chains shift and inflation persists.
ESG: Tough Love in a Changing Environment – This publication reviews the increased scrutiny and evolving standards in ESG investing, emphasizing the importance of genuine, customized approaches to socially responsible portfolios.
Concentrating on High-Quality Businesses – Amid market volatility, investors are shifting their focus to resilient, high-quality companies that can adapt to inflation and economic headwinds and offer better long-term prospects.
Estate Planning for Crypto and NFT Assets – With the rise of digital assets, this issue highlights the complexities and best practices for incorporating cryptocurrencies and NFTs into estate plans to ensure secure and efficient wealth transfer.
