Change can be fast and dramatic: deglobalization, new wealth, AI and fiscal policy
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. We tackle some big questions in this issue, from globalization (spoiler: still a force, albeit much changed), to the increasingly important role of non-U.S. dollar denominated stores of value in investor portfolios, to aging well with AI. Planning […]
Rethinking Resilience: The Dollar, Diversification, and Strategic Opportunity
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. We cover a wide range of topics in this edition, ranging from the role of the U.S. dollar as the global reserve currency, to moving assets abroad, to building a team of advisors. All reflect our commitment […]
Navigating Change: Market Trends, Innovation, and Multigenerational Wealth Strategy
This issue of Independent Thinking® addresses significant shifts in the technology market and wealth management landscape. It highlights the growing concentration and risk in U.S. equity markets driven by the “Magnificent Seven” tech giants and discusses potential antitrust concerns. The publication emphasizes long-term investment strategies, particularly in emerging markets, and the evolving role of AI […]
Positioning for the Future: Navigating Cycles, Global Shifts, and Legacy Planning
This edition explores the current surge in capital expenditures (CapEx), driven by AI adoption, semiconductor manufacturing, and reshoring initiatives, and the implications for investors. It revisits historical CapEx cycles to draw parallels and cautionary lessons for today’s tech-driven investment boom. The issue also delves into strategic wealth planning amid the impending sunset of the estate […]
Enduring Wealth Strategies in a Transforming World: AI, Markets, and Multigenerational Planning
This milestone 50th issue of Independent Thinking® explores key themes shaping global finance, including the economic impact of AI, the resilience of markets amid geopolitical crises, and the growing role of private equity continuation funds. The publication emphasizes that despite global turmoil, the U.S. economy and markets continue to benefit from robust technological innovation and […]
Navigating Complexity: Debt, Global Risk, and Strategic Wealth Stewardship
This issue addresses global economic stressors and their implications for wealth planning and investment strategy. It highlights rising U.S. federal debt, the growing risk in China’s leveraged economy, and the impact of potential federal shutdowns on state and municipal finances. The publication emphasizes thoughtful estate and executive compensation planning, especially considering evolving tax laws and […]
Navigating Change: Preparing for Demographic and Economic Shifts
The 48th volume of Independent Thinking® by Evercore Wealth Management explores the complexities facing families and investors in a rapidly changing world. The edition emphasizes the importance of adaptability and proactive planning in the face of unpredictable economic, demographic, and societal shifts. Key articles address the challenges of multigenerational wealth transfer, the profound impact of […]
Strategic Wealth Management at the Crossroads
Volume 47 of Independent Thinking® by Evercore Wealth Management addresses the evolving landscape of wealth management amid shifting market conditions, family dynamics, and business transitions. The issue highlights the necessity of ongoing, strategic decision-making as economic environments and personal circumstances change. It explores the importance of investment diversification, the opportunities and risks in credit markets, […]
Resilience and Opportunity: Navigating Volatility, Inflation, and Wealth Planning
Volume 46 of Independent Thinking® by Evercore Wealth Management provides insights into navigating volatile financial markets, heightened inflation, and a rapidly shifting economic landscape. The publication discusses the implications of a strong U.S. dollar, strategies for investment positioning amid rising interest rates, and the benefits of tax-loss harvesting in a down market. It also addresses […]
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 […]
