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This Independent Thinking® issue explores how investors and wealth managers can navigate a persistently low interest rate environment while maintaining portfolio resilience. It discusses the enduring value of a diversified 60/40 portfolio, despite debates about its relevance in today's markets, and examines the powerful negative correlation between stocks and bonds that helps reduce volatility.
The publication highlights long-term deflationary trends, such as demographics, high debt levels, technological innovation, and globalization, likely to keep inflation subdued. Leadership succession at Evercore Wealth Management addresses the firm's commitment to culture, client service, and strategic growth.
The issue also covers timely topics like business transition planning, the implications of negative interest rates, and forward-looking wealth planning strategies
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25
