Q&A with SROA Capital

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 self-storage with Benjamin S. Macfarland III, Chief Executive Officer and Co-Founder of…

The 2022 Investment Outlook

2021 was another challenging year on many fronts, with two new COVID variants, related labor market and supply chain shocks, and the highest inflation in decades.

Investing in Green Technologies: A Conversation on Decarbonization

In our recent webinar, Independent Thinking panel: Investing in Green Technologies: A Conversation on Decarbonization, Panos Ninios of True Green Capital Management, Praveen Sahay of WAVE Equity Partners discussed the production and utilization of alternative energy technology and the prospects…

Evercore Publishes Independent Thinking, Volume 43

Welcome to the latest edition of Independent Thinking. We are taking another look at inflation. While we continue to believe the recent spike in inflation will prove transitory, we are always mindful of the associated risks. This edition also includes articles…

Seeds to Success: Early Stage Investing in Women-Led Companies

Thanks to Erika Cramer, Managing Partner of How Women Invest, Elizabeth Gore, co-founder and president of Hello Alice, and Loretta McCarthy, co-CEO and Managing Partner of Golden Seeds, for joining Partner and Portfolio Manager Stephanie Hackett in our October 13…

Changes at the Top: the New York Muni Outlook

Editor’s note: This article is extracted and updated from “Another Governor for New York: The Muni Outlook,” also by Howard Cure, published by Evercore Wealth Management in August 2021. For bondholders, the transition of power in both New York State…

Inflation Hedges: What’s in Your Portfolio?

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…

Wealth Planning in Markets Too Good to Last

This is not “That ‘70s Show”. I know that not because I’m familiar with the popular television show of that name, but because I started my career in 1970. It was a decade of poor economic growth and poor equity…

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