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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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Investor survey: The Next Decade
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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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insights.
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?
Asian credit to weather US tariffs as trade war strengthens long-term growth drivers
April 10, 2025
Asian economies and credit markets are set to stay resilient despite US tariffs and we see the trade war accelerating positive trends in the region.
Trump vs Reagan: who is right about tariffs?
April 9, 2025
President Trump sees tariffs boosting US manufacturing jobs whereas Ronald Reagan espoused free trade. What does the historical data say?
What Liberation Day's reciprocal tariffs mean for investors
April 4, 2025
Across asset classes, Silvercrest CIOs respond to developments in the global trade war and consider what investors need to know.
Investment and risk implications of Trump’s Liberation Day
April 3, 2025
The tariff decisions on Liberation Day portend a range of investment risks and opportunities that require nimble portfolio management.
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