insights.

FinTech can enable a more inclusive society by broadening access to financial services. This greater inclusion applies to both emerging and developed markets.

Our crossover strategy maintains an average investment grade rating, and selects the best quality of high yield (including fallen angels) to enhance returns. 

We are heading for the exit but are not yet out of the woods. Our CIOs explain how they are navigating volatility for potential upside.

Extraordinary government and central bank stimulus have put a floor under markets, but the economic outlook remains clouded by uncertainty.

Convertibles offer a rare value proposition at the moment: a generous yield on quality senior debt, and a heavily discounted, long-term option on the equity rebound.

Emerging markets will not emerge unscathed from this crisis. A highly selective approach to EM investing is required.

There are a few points for pension schemes to consider that we believe can truly help to manoeuvre through such challenging times.

An alternative data perspective of the initial trends and economic implications of the COVID-19 pandemic.

Webcast

Defensive strategies are at the core of our multi-asset portfolios. Our experts share their views on how to navigate current market conditions.

We believe indiscriminate selling has created attractive relative value opportunities, but this is not the time for indiscriminate buying.

Market sentiment appears to be stabilising, but we expect a fragmented recovery will continue to create dispersion and relative value opportunities.

Audiocast

In this audiocast, Maxime Perrin, Senior Analyst Convertible Bonds, will explain how convertibles could take advantage of dislocations.

Audiocast

In this on-demand audiocast, Diraj Bajaj, Head of Asian Credit and Lead Portfolio Manager, will explain the current market situation and fund performance.

Audiocast

In this audiocast, CIO Fixed Income Yannik Zufferey, explains the current market situation and the implications for corporate credit strategies. 

Webcast

Financial technology disrupts existing financial services. In this webinar, portfolio manager Jeroen van Oerle shares his views on the future of FinTech.

Our CIOs explain why we believe that the best offense is a strong defense, especially in the current environment.

We have a cautious, somewhat defensive stance and are focusing on the opportunities that are forming. The recovery in China gives us reasons for optimism.

FinTech has already revolutionised financial services and we believe it will evolve into a new financial service sector comprised of very different players.

Strategy targets opportunities arising from a carbon-constrained and climate-damaged world.

While some industries are likely to suffer from the impact of the oil price crash and the COVID-19 virus, overall we expect this will have a positive impact. 

We need to move away from a wasteful, idle, lopsided and dirty (or WILD) economy, and towards a circular, lean, inclusive and clean (or CLIC) economy.

A more holistic approach to tracking the path of global emissions is required, one that goes beyond carbon footprinting.

Silvercrest Investment Managers announces the appointment of Rebeca Coriat as Head of Stewardship, based in London.

A number of strategies and solutions can support companies shift to a net-zero economy, creating energy and cost savings for those that embrace the transition. 

Our views on the impact of COVID-19 remain fluid and are watching the resumption in China carefully to calibrate economic damage from the virus outbreak. 

Silvercrest Investment Managers announces that it has bolstered its long-standing convertible bond franchise with the addition of two experienced professionals to the existing team.

We regard climate-damage adaptation activities as an intrinsic part of the climate transition.

Jeroen van Oerle and Christian Vondenbusch discuss the FinTech strategy and how digital technologies are changing financial services and companies.

There are a variety of risks and opportunities in Asia in 2020. Asian equities continue to look attractive due to continued earnings growth and undemanding valuations, in our opinion.

Academic Nick Baltas presents to Silvercrest his research on the impact of crowding, timing, and performance dispersion in alternative risk premia (ARP) investing.

Asian USD credit offers valuation advantages compared to other major bond markets in the world, in our opinion.

Silvercrest Investment Managers further bolsters its sustainability research capabilities with four new hires.

The growth differential between emerging market (EM) Asia and developed markets (DM) has been narrowing. However, EM Asian countries have strengthened their fundamentals. 

The world’s population is ageing. This will bring about a number of challenges while also representing an important economic opportunity.

Finding safer and reasonable yielding investments will become even more challenging in 2020. We explore the possibilities in Asian hard currency credit.

A climate transition is already underway and is creating transition-related risks and opportunities across sectors that stand to accelerate abruptly.

Silvercrest has signed up to Climate Action 100+ to ensure the world’s largest corporate greenhouse gas emitters take necessary action on climate change.

Alexis Maubourguet joins 1798 Alternatives to launch an uncorrelated absolute return strategy for institutional clients, due to go live in early 2020.

We expect 2020 to bring a return of equity volatility, and the risk-reward characteristics of convertible bonds could prove particularly useful for investors. 

This new investment team will develop thematic equities strategies, complementing LOIM’s existing range, including Golden Age and Global Prestige.

How can mathematical models optimise portfolio construction? The Malamud model looks to find predictive relationships between signals and returns.

We look at how Swiss economic developments could shape the year ahead, including SNB monetary policy and investments in corporate bonds.

A summary of the main themes likely to drive the investment landscape in 2020 and beyond. The opportunities and risks identified by our investment specialists.

A vast increase in sustainable finance is still required in 2020, to meet the goals of the Paris Climate Agreement.

Our multi-asset team uses dynamic drawdown management to help reduce downside risk at a reasonable cost.

We seek to improve convexity in corporate credit by focussing on ratings resilience and building portfolios based on quality.

Our Alternatives team constructs highly-bespoke strategies that are naturally, structurally convex while also featuring limited or no negative cost of carry. 

The asymmetric return profile of convertible bonds means the asset class is more resilient to different outcomes and has convexity built in at a reasonable price.

Silvercrest investment strategies aim to deliver asymmetric returns and are united in their goal of maximizing positive convexity for good value. 

The rising proportion of one-person households, globally, is set to drive discretionary spending in the future.