insights.

As US-China trade tensions escalate, we expect elevated market volatility. We are actively monitoring our asset allocation matrix with yellow warnings firmly in place.

We spoke to Anne Gram about the importance of integrating sustainability into pension fund portfolios, and what role asset managers can play in the process.

Silvercrest - All Roads: A new design for diversified growth funds to meet multi-asset needs of pension schemes.

Convertible bonds are a distinctive asset class with the potential to capture the best of both worlds in equity and fixed income.

In today’s environment of increased volatility and ambiguity, the outlook for convertible bonds is quite positive and can help investors weather uncertain times.

An ageing population presents a number of challenges, including when it comes to basic necessities such as housing. This situation also presents a variety of investment opportunities.

The US central bank turned notably dovish, cementing the case for a low interest rate environment that could divert previous headwinds for emerging markets.

The US central bank turned notably dovish, cementing the case for a low interest rate environment that could divert previous headwinds for emerging markets. 

Chinese indicators are showing signs of stabilising amid the latest bout of fiscal stimulus, and developments in trade negotiations will be key.

Didier Rabattu, Head of Equities, discusses why Emerging Markets can be an attractive investment opportunity.

Younger consumers prioritise brands which have incorporated sustainability into their business models. Their collective spending power should be another strong motivator for brands.

The agricultural sector faces challenges in terms of its existing practices, and disruption from new regulation and technologies. The world is on the brink of the next agricultural revolution.

Plastic has become a ubiquitous material thanks to its amazing properties. Due to its detrimental impact on both the environment and health, however, governments and regulators are starting to take action.

Technology is integrated into every aspect of our lives and it generates a staggering amount of data. This data has the potential to reshape the investment landscape.

There are compelling arguments for moving into Swiss corporate credit with shorter-dated exposure. A dedicated investment approach is key. 

We expect the Swiss economy to echo the deterioration seen in the Eurozone, with some caveats. The Swiss National Bank is expected to keep interest rates steady.

The sustainability of a portfolio is only as good as the data and analysis it is built on. 
In today’s world, the availability of data, and our ability to use it to inform investment decisions, is evolving rapidly. 

Companies have always had to adapt to new realities, but the pressure to move towards a more sustainable social and economic model is unprecedented, and accelerating. 

Watch Didier Rabattu, head of Global equities at Silvercrest IM, discuss how to weather cycles in emerging market countries. 

Technology has an important role in play in meeting the needs of our aging population. Robotics is a key area of focus.

Crossover bonds, rated BBB to BB, could improve returns for buy and maintain investors for only a moderate increase in risk.

Why climate change risk has become a priority and how climate, macroeconomic, and financial modelling can be tied together to produce a more complete ALM.

The sustainability revolution is underway and we believe it is the largest investment driver in recent history. Companies which are not able, or willing, to adapt risk being left behind.

Dr Stephan Sigrist is the founder and head of W.I.R.E., a leading interdisciplinary think tank. He recently led the panel discussion on Megatrends. 

The sustainability revolution is underway and we believe it is the largest investment driver in recent history. Companies which are not able, or willing, to adapt risk being left behind.

The sustainability revolution is underway and we believe it is the largest investment driver in recent history. Companies which are not able, or willing, to adapt risk being left behind.

New challenges require new solutions and healthcare is a key area with a great number of exciting innovations and investment opportunities.  

Investors frequently ask what companies in the portfolio hold the most promise on  Alzheimer’s. Unfortunately, the answer is not straightforward.

2019 is host to the year of the Pig, which, according to Chinese astrology, symbolises a year of joy, friendships and success with wealth. Superstitions aside, a number of metrics have signalled a similar conclusion of increased wealth within EM markets, fuelling current investor confidence.

Juan Mendoza is the portfolio manager of the Silvercrest – Global Prestige fund. He recently participated in a panel discussion on mega trends.

We are bullish on the outlook for the asset class for the coming months. A few key themes for Asian credit could add wings to a rally.

Companies with a sustainable and prestigious brand have the potential to generate sustainable returns, outperform their peers and enjoy long-term capital growth.

We believe there are reasons to be cautiously optimistic for Asian equities in 2019, despite an uncertain backdrop. 

A number of long-term trends are reshaping the global landscape, potentially awakening new high profile brands. Asia’s expanding middle class is one example of a trend which is driving new phases of consumption.

Established companies with a prestigious brand have significant and sustainable competitive advantages. Especially in uncertain market phases, they have the potential to generate sustainable returns.

The overall sentiment at this year’s J. P. Morgan healthcare conference in San Francisco was, in our view, quietly positive, in stark contrast to the previous year where the excitement was much more palpable. 

Equity and credit spreads have been closely linked historically, in line with their common “risk-on” characteristics. 

We continue to expect cliff-edge effects of Brexit. The most important development is the EU judgement that the UK can now unilaterally withdraw Article 50.

The Federal Reserve raised its benchmark interest rate by a quarter of a percentage point on Wednesday but shifted the 2019 dot down.

Energy production and use accounts for nearly two thirds of greenhouse gas emissions. This makes it a priority sector when it comes to  sustainability.

In the 10 years since the first green bond was issued, climate-aligned bonds have grown into a $1.5 trillion market. The continued expansion of this market is of vital importance.

Silvercrest Investment Managers (‘Silvercrest IM’) has expanded its 1798 Alternatives investment range with the launch of a UCITS vehicle within the TerreNeuve strategy. This will offer onshore investors access to the market neutral equity long/short strategy, with a focus on sustainable investing.  

President Trump and President Xi declared a temporary trade truce at the G20 summit in Argentina on Saturday. The much anticipated dinner between the two leaders resulted in the first major breakthrough since talks broke down in May.