insights.

Yields are now at unprecedented low levels raising the question of whether government bonds can continue to provide portfolio ballast going forward.

We must invest in a leaner form of industry to do more with less and also recognise the untapped potential of the circular bio-economy. 

Harnessing and preserving natural capital is vital to the health of our economy and presents a rich source of innovative investment opportunities.

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Trends investing enables investors to capture the opportunities presented by these forces, in the form of sustainable long-term returns.

All Roads - is your multi-asset or diversified growth fund behaving as expected?                                

Brunel Pension Partnership has selected LOIM’s All Roads multi-asset strategy as part of their Diversifying Returns Fund.

The current effects of climate change are drawing attention to the urgency of understanding physical risks and assessing the impacts for the finance sector.                                 
                                

Equity markets love treasure hunts. Will there be a clear winner when it comes to a COVID vaccine?  

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Increasing physical manifestations of an already damaged climate draw stark attention to the scale, scope and urgency of a climate transition.

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Our world brands strategy aims to identify those high quality companies, which display sustainable attractive growth potential, and a best in class brand.

In this white paper, we outline why convertible bonds are once again proving to be very valuable to investors during times of uncertainty.

Supply chain resilience has clearly emerged as a key focus area for many companies and we believe this is good news for investors.

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Europe is placing vital importance on being a climate neutral economy by 2050. This ambitious climate stance presents a number of investment opportunities.

The experience of 2020 within DGFs has also been an eye-opener for many investors.

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The European Green Deal and the EU Sustainable Investment Taxonomy are game changers that will redefine the notion of sustainable investing, in our view.

Beating COVID-19 is all about taking shortcuts in getting a vaccine approved as fast and safely as possible.

We see Central Bank Digital Currencies (CBDCs) as the logical next step in the digitisation of money and China is currently leading the way.

GDP growth is not necessarily correlated with global equity market performance, but crises tend to leave a visible print for investors. So far, this is not proving to be the case in 2020.

The outlook for China's consumer sector over the next six months and beyond is looking positive.

Strategy targets opportunities arising from the continuing shift towards high quality, domestically driven growth in China.

Tokenisation represents a revolutionary method of bringing real assets to market in a tradeable and accessible form. 

The European Green Deal and the EU Sustainable Investment Taxonomy are, in our view, game changers that will redefine the notion of sustainable investing.

There are four core features inherent to family businesses and entrepreneurs which we associate with continued alpha.

China is the engine of the global economy and has promising capacity for further growth, creating potential opportunities for discerning investors.

China’s current COVID-19 stimulus plan appears to have been designed to address long-term structural improvements in a calibrated way. 

The Circular, Lean, Inclusive and Clean (CLIC) transport transition is expected to drive a USD2 trillion annual investment opportunity. 

Our investment teams look ahead, discussing what might happen next, and how investors can navigate the inevitable uncertainty and volatility to come.

The pandemic presents an opportunity to accelerate the transition to a CLIC (Circular, Lean, Inclusive and Clean) economy through a green recovery. 

Webcast

Climate bonds enable investors to simultaneously create positive, measurable impact and gain exposure to a diversified investment grade bond portfolio. 

The latest Silvercrest Global Climate Bond Impact Report details how investors have supported efforts to mitigate climate change and promote resilience to its effects.

We believe the conditions are now right to reconsider European equities, a traditional consensual underweight in global investors’ portfolios.

We expect that nascent trends aiming to improve the overall health of society at potentially lower cost will enjoy strong tailwinds in the coming decade.

We believe a transport revolution is underway to untangle the complex web of emissions from economic development.

The pandemic spurred a selloff of corporate bond markets that brought higher yields back into the fray as it raised concern about default risks from the economic shutdown.

Asian economies have delivered innovative, thoughtful policy response to the pandemic. We believe this will further support Asian credit markets. 

Our CIOs explore the theme of change as expressed through long-term trends, considering how Silvercrest strategies stand to benefit.

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A number of long-term trends are reshaping the global landscape. These structural trends can provide rich and varied sources of potential outperformance.

At Silvercrest, we believe that investors can capture the opportunities presented by mega-trends and mega-challenges through a trends-based approach to investment.  

Trends investing enables investors to capture the opportunities presented by mega-challenges and mega-trends, in the form of sustainable long-term returns. 

The indiscriminate selloff in corporate credit failed to reflect sector exposure to the pandemic, opening windows of opportunity.

Investing in the world’s future most valuable brands requires an understanding of the secular forces driving long-term societal change and consumer megatrends. 

The last decade was about low volatility and the triumph of passive investments. Welcome to a very different decade.

There are clear openings in corporate bond markets for long-term investors to finally resolve the low yield conundrum of recent years.

Our climate transition strategy captures opportunities across all sectors created by the urgent need to transition to net-zero emissions.

We expect the pandemic to act as very strong accelerator for digital trends, creating substantial opportunities for financial technology (or FinTech) companies.

In this video, portfolio manager Jeroen van Oerle outlines five core beliefs we think will drive investment opportunities in this space over the next 10 years.

Our CIOs sift through extraordinary central bank intervention, examining the opportunities created for investors across asset classes.

A 'pull and push' is emerging between ongoing damage from the pandemic, and extraordinary central bank intervention.

COVID-19 shocks have firmed the Swiss franc and distorted corporate bond prices. How will the SNB respond? And why are liquidity and quality more important than ever?  

Latest thematic strategy focuses on capturing value from the global expansion of financial technology services.