Silvercrest Asset Management’s Post

Economic indicators show both growth and slowdown. How should investors interpret conflicting signals? How will the ferocious pace of innovation change the American economy? Read more in our Q3 2024 Economic Review, available below. https://lnkd.in/eXYx98i7

We are pleased to bring you Silvercrest’s latest volume of Insights magazine! IN THIS ISSUE: Brian Bies & Steve Lilly outline how thematic investing can uncover hidden gems. Alex Waldorf, CFA Waldorf examines Bitcoin’s relationship with energy. Carolin Newland, CFA Newland explores the critical role of strategic foresight at each stage of life. Judy Morrill highlights the importance of engaging young inheritors in portfolio management. Patrick Chovanec sheds light on Mexico’s economic and political landscape. https://lnkd.in/gPb3mtp2

Slowing, but not faltering. Read the latest Silvercrest Market Update below.

Get ready for the new Darwinian environment. The latest #SilvercrestMarketUpdate is available below.

Are the Fed and investors at an impasse? #Silvercrest #theFed #inflation #interestrates #economy #earnings #employment

In the latest episode of the Silvercrest Podcast, our Chairman and CEO, Richard Hough, discusses the economy and markets with our Chief Investment Strategist, Robert Teeter. Full Episode available here: https://lnkd.in/efAbhJkm

Equity investors and the Fed have different opinions on inflation, allowing valuations to remain elevated in the face of persistent inflation. Earnings have been solid, but trailing price-to-earnings (P/E) ratios entered the year at 22x and now reside at an even loftier 23x. So, what’s driving the increase in valuations? Read our June 2024 Economic Review, available below. https://lnkd.in/etvbRYhY

Valuations have taken an unexpected turn higher in 2024. Why? #Earnings #Valuations #Equities #TheFed #Inflation