Blog

February 2, 2023
Disinflation And A Potentially Stubborn Fed
By Will Denyer For the first time in this cycle, Federal Reserve chair Jay Powell cheerily intoned on Wednesday that “a disinflationary process has started”. Accordingly, the Fed further slowed the pace of tightening—hiking the main policy interest rate by 25bp (to just under 4.75%), as opposed to prior increments of 50bp and 75bp. So […]
By: Evergreen Gavekal
Read This >>
January 27, 2023
Top Charts to Watch in 2023
In this edition of the Evergreen Chartbook, we will review the top charts that investors should track in 2023. We’ll also look at the potential path of interest rates, inflation, and our outlook for the Federal Reserve’s monetary policy. Lastly, we will go over some key visuals that impact stocks, bonds and commodities. See if […]
Read This >>
January 20, 2023
Is there a “Perfect Storm” Brewing in the Private Secondaries Market?
Private Equity (PE) exits in the United States dropped precipitously from $876.7 billion in 2021 to $295.8 billion in 2022. During the same period, the Initial Public Offering (IPO) market almost completely evaporated, as public listings accounted for only 2.5% of exit value last year. The impacts of rising inflation, public market volatility, and geopolitical […]
Read This >>
January 13, 2023
Secure Act 2.0
On December 23rd, 2022, Congress passed the SECURE Act 2.0, expanding on the original SECURE Act passed in 2019. This legislation impacts retirees as well as those who are saving for retirement. We have highlighted the most significant changes below. Please review with your wealth consultant how these changes will impact you. If you are […]
Read This >>
January 9, 2023
2022 Recap with Mitch Unfiltered
Director of Financial Planning, Katie Vercio looks back on the tough environment for investors in 2022 with Mitch Unfiltered. Tune in below. For those who are looking for a financial plan, take our comprehensive 4-minute survey to see if you are a fit with Evergreen Gavekal's wealth management approach. 
By: Evergreen Gavekal
Read This >>
January 6, 2023
China's Unfolding Equity Bull Market
By: Louis Vincent-Gave For all the growth in the Chinese economy over the past two decades, the returns on Chinese equities have been no better than pedestrian— demonstrating once again that the correlation between economic growth and stock market returns is a tenuous one, especially in emerging markets. However, every now and then the Chinese […]
By: Evergreen Gavekal
Read This >>
December 30, 2022
Did AI Just Have its iPhone Moment?
Introduction Investors that read or listen to Louis-Vincent Gave are likely familiar with his assertion that the defining moment of 2007-2008 wasn’t the US mortgage crisis but was instead the launch of the iPhone. And, early adopters who traded in their BlackBerry Curve, Palm Treo, or RAZR flip phone back in the summer of 2007 […]
Read This >>
December 23, 2022
The Year It’s Been
By Louis-Vincent Gave Imagine an investor who had prior knowledge of this year’s major events—but no idea how the market would react to them. Specifically, imagine an investor who, a year ago, had been told that in the course of 2022: In short, 2022 was a tough year to navigate as relationships and trends that […]
By: Evergreen Gavekal
Read This >>
December 16, 2022
Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax laws. This is especially true this year as we have a little more certainty about how new tax laws may impact you next year. This memo provides an overview of the major tax changes and […]
By: Evergreen Gavekal
Read This >>
December 9, 2022
What Really Matters?
By Howard Marks There are few figures in our industry that I consider “can’t miss” contributors in terms of financial commentary. Howard Marks of Oaktree is one of them. His vast knowledge of the economy, public markets, private markets, etc., is tremendous. Unlike most authors, he doesn’t seek to impress people with complexities and big […]
Read This >>
1 2 3 87
  • Categories