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multi-asset
Will US dollar strength give way to the euro?
April 24, 2025
Superior US productivity versus Europe boosted the US dollar over the last decade, but is this long-term trend about to reverse?
multi-asset
Will US dollar strength give way to the euro?
fixed income
Bonds, ETFs or CDS – in high yield, which is more resilient to liquidity shocks?
April 22, 2025
As the trade war instigates tail risk, how can a high-yield strategy better withstand market shocks without the taxing liquidity costs of exchange-traded funds?
fixed income
Bonds, ETFs or CDS – in high yield, which is more resilient to liquidity shocks?
multi-asset
Addressing uncertainty through risk-based portfolio management
April 15, 2025
The investment techniques to handle uncertainty differ from those required by rising risk: what are the implications for multi-asset investors?
multi-asset
Addressing uncertainty through risk-based portfolio management
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rethinking through the noise
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Investor survey: The Next Decade
Sharpe thinking
Q3 2024: The value of a contrarian mindset
Q4 2024: Our 2025 investment outlooks
Q1 2025: exploiting divergence for investor advantage
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regional equities.
Asia High Conviction
We focus on our Asia High Conviction equity strategy, explaining the fund’s investment philosophy, process, team and key characteristics.
China High Conviction
We focus on our China High Conviction equity strategy, explaining the fund’s investment philosophy, process, team and key characteristics.
Emerging High Conviction
We focus on our Emerging High Conviction equity strategy, explaining the fund’s investment philosophy, process, team and key characteristics.
Europe High Conviction
Silvercrest - Europe High Conviction: research-intensive European equities fund with a mid to large cap bias
Continental Europe Family Leaders
Continental Europe Family Leaders: Family businesses – a long-term vision.
Swiss Equities
Silvercrest Swiss Equities range: high conviction multi-cap country equities funds investing in Switzerland's leading companies
insights.
Equity markets in 2025: the great reversal
Is DeepSeek unique? What China’s generative AI breakthroughs mean for equity investors
Chinese equities: what’s on our wish list?
Powerhouses of growth in South-East Asia
Asian IT: the global AI enabler
India in 2024: a trio of new positive catalysts
Facing a less global globe: the next decade
Return of the roaring '50s or ugly '70s: the next decade
Towards Sustainability: LO Selection – NextGen BioTech earns the label
Connected and sustainable: the post-pandemic consumer
Europe’s energy shock driven by the conflict in Ukraine
How the Russia-Ukraine war could impact equities
Quality is the decider in the battle between value and growth
4 reasons why emerging markets could gain in 2022
3 reasons why we are positive on China tech stocks