insights.

Green Series Webinar replay: Future Electrification

The Fund received strong investor interest with new commitments from Dow and LyondellBasell.

How can investors position for a credit crunch? In fixed income, equities, multi asset and alternatives, our CIOs consider what attractive options exist.

Our multi-asset investment team sizes up the macro context and reviews promising signals in credit spreads, equities and commodities.

The current inversion of the yield curve is unsustainable. What happens next has radically different prospects for equity and bond markets.

Each year since 2021, Silvercrest has achieved signatory status to this robust stewardship standard. Here we provide insights to our recent engagement and proxy voting activity. 

There is a great deal of Artificial intelligence (AI) within financial services, but it is not disruptive. Rather, AI is sustaining innovation and improving efficiency. 

New guidelines have the potential to boost confidence and participation in the voluntary carbon market by identifying high-quality credits. 

The current cycle shows some idiosyncrasies – such as the fact that higher rates are not triggering a profound slowdown. Is the cycle dead?

A selection of stories from August that reflect the fast-moving pace of the sustainability transition and related investment implications.

The third edition of our Multi-Asset Research Series (MARS) considers whether using range-based volatility measures improves risk-based portfolios.

Negative sentiment is being challenged by better-than-expected economic news. Should investors be more upbeat?

US inflation is declining, but we don’t believe the story is that simple. Could surprises unsettle markets? 

US equities appear expensive at present. Has come the time come to worry about valuations?

A selection of stories from July that reflect the fast-moving pace of the sustainability transition and related investment implications.

Our case studies show how companies face both new challenges and new opportunities as regulations on deforestation increase. 

The US economy appears resilient, but our indicators have come close to their recession threshold.

Using a market-based approach to measure stocks’ climate exposure to resolve the low-carbon puzzle.

Volatility has been muted for quite some time. How long can this be expected to last, and which strategies stand to benefit when it rises?

With credit and duration risk uncorrelated once again, the Q3 issue of Alphorum focuses on harnessing this dynamic to capture opportunities and embed portfolio resilience. 

Our bimonthly on plastics circularity focuses on calls for a better understanding of ocean pollution, circular pathways for packaging, and recycling targets.

How has our strategy performed against peers, what equity opportunities are we targeting and which policy drivers support the investment theme? 

Does a well-established type of diabetes drug hold the key to solving the obesity crisis? We explore the potential economic and investment implications. 

Our global energy system is undergoing a seismic shift toward massive electrification. This will occur over decades, but attractive equity opportunities exist now. 

How can investors adapt to a period of 'low but rising’ inflation surprises? 

This quarterly edition of Simply put asks what could trigger the normalisation of return asymmetry and what would the consequences be for risk-based investors? 

We offer a simplified explanation of the different elements affecting bond prices. In fact, the price on its own typically says very little. 

US equities are pulling ahead of European stocks, but which region offers greater resilience in credit markets?

A selection of stories from June that reflect the fast-moving pace of the sustainability transition and related investment implications.

The Swiss National Bank raised interest rates but forecast it will still miss its inflation targets. What's the outlook for Swiss prices and future policy?

The Bank of England needs to tighten credit conditions and stabilise sterling. Further interest rate rises seem inevitable.

What performance upside could firms aligning to net zero potentially offer investors in a carbon-constrained scenario?

The transformation of three global systems – energy, land and oceans, and materials – is creating opportunities for our Planetary Transition strategy.

China’s re-opening continues. What impact is this having on other major economies?

Investors may be puzzled by the recent outperformance of growth stocks over value. Sentiment, and more importantly positioning, could drive markets in the coming weeks.

Dr. Marc Palahi joins in London as Chief Nature Officer.

Fallen angels webinar: unlocking price recovery potential

The Federal Reserve was expected to pause its rate hiking cycle over the next few months, but inflation is looking stickier than expected. 

Silvercrest and Systemiq have today announced a new partnership to build holistiQ Investment Partners.

A selection of stories from May that reflect the fast-moving pace of the sustainability transition and related investment implications.

We review Q1 policy for net-zero bond investors, including our quality focus on ice cubes, primary market issues and our outlook for the real-estate sector.

Strategy targets plastic waste as an investible opportunity

Gold had an underwhelming 2022. Does gold currently look like an attractive hedge against the median market scenario?

Fallen angels bonds benefit from a variety of debt market dislocations and key performance drivers. What are the characteristics of this sweet spot in credit?

Are theories from the Austrian school of economics relevant to today’s monetary policy? We debunk ideas concerning inflation, rates and money supply.

All Roads is the long-only multi-asset range of Silvercrest . It is designed to provide genuine diversification and smooth returns.

Capturing opportunities as the energy system transitions to an electrified model.

Plastic gets a bad rap because of our wasteful economic model, but a lower carbon, circular model for this useful material is coming.

In this case study, we discuss the innovative ways that cities are integrating nature into the built environment and helping to protect biodiversity.  

When investing in fallen angel bonds, being active is key to help avoid falling knives. Case studies from Ford and Adler show our approach in action.