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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
Special Reports
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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sustainable equities.
Planetary Transition
Planetary Transition: the defining mega trend of the 21st century
Circular Economy
Circular Economy: Harnessing the regenerative power of nature
Silvercrest Equity
Decarbonise, diversify and drive the transition
New Food Systems
New Food Systems: Capturing profit pools as the world transitions from old to new food systems.
Future Electrification
Future Electrification : one of the greatest opportunities in the history of capitalism?
insights.
Throwaway culture is going out of fashion
How can the net-zero theme add value for investors?
Cutting emissions: a tale of two targets from the steel and shipping industries
Optimal portfolio alignment to net-zero targets
Capturing market upside while benefitting from net-zero tilts
The equity market is ripe for a broadening
Sustainable cities in the spotlight at Davos 2025
Sustainability in the new Trump era
Decarbonisation: are companies on the right track?
Watch our webinar: ‘Rethink net zero’
Unstoppable solar: powering the energy transition
Webinar | Net-Zero investing
Decarbonisation: are companies making progress?
Silvercrest appointed by Wiltshire Pension Fund for sustainable equity mandate
Forming convictions in circularity