September 23, 2022
The Which-Doctor Is In...
A cardiologist walks into a patient’s room and says, “you’re going to need open heart surgery.” At that moment, most of our minds would begin to race. One might wonder about the survival rate of the surgery. Our thoughts may shift to our loved ones, or we may have questions about the recovery time and […]
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September 16, 2022
Hedging US Volatility
By Tan Kai Xian On Tuesday, as the S&P 500 sold off so abruptly, the Vix index, derived from the implied volatility on S&P 500 options, climbed from 23.87 to 27.27. This illustrates the utility of exposure to Vix futures as a hedge for US equity portfolios. As the S&P 500 fell -4.3%, an index […]
By: Evergreen Gavekal
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September 14, 2022
The Importance of Staying Invested
Source: J.P. Morgan Asset management analysis using data from Bloomberg. Returns are based on the S&P 500 Total Return Index, an unmanaged, capitalization-weighted index that measures the performance of 500 large capitalization domestic stocks representing all major industries. Indices do not include fees or operating expenses and are not available for actual investment. The hypothetical […]
By: Evergreen Gavekal
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September 9, 2022
How and Why to Freeze Your Credit
Freezing your credit is a quick and easy way to protect yourself from fraudsters opening credit accounts in your name. In a time when security breaches give access to your social security number and other identifying information, a freeze helps limit access to your credit report. Access to your credit report is required to open […]
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September 2, 2022
VC Dealmaking Remains Strong Despite Public Market Volatility
VC Dealmaking Remains Strong Despite Public Market Volatility Private and public markets are inextricably linked. This crystalized in the first quarter of 2022 as public market volatility and falling valuations altered the VC landscape. For some, memories of 1999 and 2007 heightened fears that dry powder would evaporate and unleash a devastating blow to early-stage […]
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August 26, 2022
The Questions that Matter
By Louis-Vincent Gave Heading into the Jackson Hole symposium, investors are waiting with bated breath on the prepared remarks of Jay Powell. Will the Federal Reserve chair come out hawkish and so confirm the recent strength in the US dollar, the rollover in US equities and the sell-off in treasuries? Or will his speech be […]
By: Evergreen Gavekal
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August 19, 2022
Deep Recession? We're Not Betting On It.
In this edition of Evergreen Chartbook, we dive into the driving force behind the recent rally in financial markets and our outlook for the rest of the year. Near-term, we remain cautious since this sharp uptick we’ve seen of late is happening alongside deteriorating economic data. On a longer-term basis, we think falling inflation expectations […]
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August 12, 2022
Reviewing IRA Beneficiaries
Evaluating beneficiary designations is an important and often overlooked part of the estate planning process. If information is missing, outdated, or inconsistent with other estate documents, it can cause the accounts to not pass as they were intended, as well as increase taxes and expenses. Keep in mind your wealth transfer goals and discuss estate […]
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August 5, 2022
Muddy Waters
Tensions between the United States and China continued to rachet higher this week as House Speaker Nancy Pelosi visited Taiwan despite warnings and provocations from Beijing and concerns from President Biden. Pelosi’s visit comes on the heels of news last Friday that the U.S. Securities and Exchange Commission (SEC) added one of China’s largest and […]
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July 29, 2022
The Fed’s Reaction Function
By Will Denyer The Federal Reserve is on a mission to put the inflation genie back in the bottle. With both trailing inflation and forward inflation expectations running above policymakers’ comfort zone, the Fed will continue to tighten aggressively, most likely raising interest rates by 75bp, or possibly even 100bp, this Wednesday. [Editor's note: the […]
By: Evergreen Gavekal
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