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… Read More

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,… Read More

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 If information is missing, outdated, or inconsistent with other estate documents, it can cause the accounts to not pass as they were intended, as well as increase taxes and expenses.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… Read More

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… Read More

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… Read More

The following article was originally published on Forbes.com by Evergreen Gavekal’s Technology Advisor, Michael Johnston. If you think of the wireless internet as a multilane highway, we’re rapidly heading toward an inflection point. When the highway was first built by global mobile network operators (MNOs), there were fewer cars (devices) on… Read More

As your life evolves, so should your estate plan. Many individuals “set it and forget it”, that is to say, they draft initial documents and then do not revisit them. While having an outdated plan can be better than no plan at all, not updating documents can lead to many… Read More

Dear Clients and Readers,  This week, we are presenting a thought-provoking article from Gavekal Research’s Co-Founder, Anatole Kaletsky. In his piece, Anatole shares a contrarian take on the current outlook for the US economy. While we don’t necessarily agree wholeheartedly with his forecast, his viewpoint bears consideration, especially as the consensus… Read More

Quote: “Today is a sad day at [MasterClass]. I made the really hard decision to reduce our team by 20% to adapt to the worsening macro environment and get to self-sustainability faster.” – David Rogier, CEO of MasterClass Self-Sustainability is the New BlackDuring the heat of the latest growth… Read More

In dieting and investing, it would seem that self-discipline plays a crucial role. So, what does self-discipline mean for investors? I think it can be a number of things, but here are some of the most critical elements as it relates to investment discipline. Read More