The dominance of the magnificent seven has spurred questions about the merits of the small-size factor. We defend this feature of portfolio construction for active equity managers.
The Asian IT sector is entering an exciting period in light of the disruptive changes powered by generative AI. We like tech hardware the most among sectors in Asia in 2024, as shown by our stock picks in Korea and Taiwan.
To see how strongly the US labour market is driving the economy in 2024, Simply put applies a theory linking employment conditions with output: Okun’s Law.
Our CIOs consider how patient investors could find better value. Across asset classes, which areas offer superior prospects to those with a long-term approach?
LOIM has been appointed by Nest to manage a mandate that invests in global thematic equities, consistent with the transition towards a net-zero economy, and which seeks to deliver sustainable outcomes and robust investment returns for Nest’s members.
As we look to the year ahead, one of our strongest convictions is India – the subject of the first in a four-part series on our outlook for Asia equities in 2024.
Fallen angels radar is LOIM’s new quarterly tracking which corporate bond issuers have lost their investment grade rating and the trends we see playing out.
An executive appointment, senior promotions, investment accolades and industry thought leadership were among the Silvercrest developments attracting media attention recently.
Our bimonthly on plastics circularity focuses on scaling up plastic reuse, the biotransformation of refuse and banning many current European exports of waste.
We explore the concept of pricing power - the ability to raise prices throughout economic cycles and still maintain market share. How does our World Brands strategy identify brands with a competitive edge?
Volatility in fixed income markets remains elevated while it has normalised almost everywhere else. In this weekly edition of Simply put, we ask why has bond volatility remained stubbornly high?
Silvercrest Investment Managers today announces the appointment of Aude Dhuivonroux as Head of Silvercrest in France, as the firm continues its strategic growth plan to further increase market share in France, Belgium, Luxembourg and Monaco.
In the first of a three-part series on the outlook for Asia fixed income in 2024, we focus on the global economic backdrop and outline our scenarios for the US Federal Reserve rate path.
This second insight about crossover corporate bonds rated BBB to BB considers the segment's strong fundamentals, favourable valuations and regulatory drivers.
This first insight in a series about crossover bonds rated BBB to BB considers why they offer investors a large and liquid alternative to investment-grade debt.
Silvercrest Group is pleased to announce the appointment of Bettina Ducat as co-head of Silvercrest Investment Managers (LOIM) as of 5 March 2024*. She will be based in Geneva and will become a Limited Partner of the Group. Bettina Ducat will jointly lead Silvercrest, Silvercrest’s asset management division, together with Managing Partner Jean-Pascal Porcherot.
The Federal Reserve has committed to reduce interest rates – but the timing is uncertain. How can investors exploit sovereign opportunities as the first cut approaches and use credit and duration to extend term premia?
Silvercrest has formally committed to Japan’s Stewardship Code – part of our continued integration of engagement and proxy voting in the investment process.
Should equity investors focus only on today’s low-carbon businesses, or include transitioning companies making real emissions reductions in hard-to-abate sectors, too?
Policy, the pitfalls of short-term, high-carbon exclusions and the need to look towards 2050 are among the five reasons why we believe many investors should rethink net-zero alignment.
Fixed-income assets are cheap on a multi-year horizon in Asian and emerging markets such that the risk-reward is asymmetric, offering attractive potential regardless of a bearish or bullish environment for patient investors, in our view.
This anniversary insight assesses the performance of the strategy since inception, current growth drivers in its universe and the growth outlook for the investment themes.
From the inflation outlook to the balance sheet, we analyse what fixed income investors need to know about the Swiss National Bank monetary policy meeting.
We believe that our universe of FinTech companies is attractively valued and well-placed to benefit from a broadening of the market in 2024. How will trends like AI and M&A play out in this space?
LOIM’s Markus Thöny explains why it may be time for Swiss fixed income investors to step outside of their comfort zone and pay more attention to corporate bonds.
The fourth edition of our Multi-Asset Research Series (MARS) introduces the regime-parity portfolio: a new approach for risk-based portfolio construction.
Our industrial food system no longer makes economic or environmental sense. How could our diets change in the future? The answer largely depends on decisions that we make today. We explore different scenarios.
