January 20, 2022 China’s Economy in the Year of the Tiger by Zhennan Li The eyes of the world will be on China in 2022. Here’s what we expect they’ll find. China, Coronavirus, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
January 04, 2022 Fixed-Income Outlook 2022: Handle with Care by Scott DiMaggio, Gershon Distenfeld Our Fixed Income Co-Heads survey the market landscape for 2022—and provide strategies for making the most of it. China, Fixed Income, Income, Inflation, Responsible Investing/ESG, Rising Rates, Tech & Innovation Likes 0 SHARE Bookmarks
December 06, 2021 Fixed-Income Opportunities in 2022 by Matthew Sheridan The coming year will present its share of challenges. Here’s why we’re optimistic. China, Emerging Markets, Fixed Income, Income, Inflation, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
November 16, 2021 China’s Quest for Common Prosperity: Reading the Tea Leaves by Zhennan Li We demystify why Beijing has recently pushed the paradigm of “common prosperity”—which may not mean what you think it means. China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
October 15, 2021 Connecting the Dots on China’s Growth Outlook by Zhennan Li China’s property and manufacturing sectors are only part of its economic story. For a fuller understanding, investors need to take a broader view. China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
October 04, 2021 Fixed-Income Outlook: Zen and the Art of Bond Investing by Scott DiMaggio, Gershon Distenfeld Bond markets are supposed to be placid. But outsized uncertainty in today’s bond markets is putting investors on edge. We make sense of today’s investing landscape. China, Climate Change, Fixed Income, Income, Inflation, Invest for Efficient Income, Responsible Investing/ESG, Rising Rates, Tech & Innovation, Volatility Likes 0 SHARE Bookmarks
September 24, 2021 Could Evergrande Become China’s Lehman Brothers? Probably Not. by Brad Gibson, Jenny Zeng, Jonathan Liang Investor fears have spread beyond Evergrande, causing bond prices to fall across China’s property sector. Here’s why we don’t think Evergrande’s woes herald a systemic crisis. China, Emerging Markets, Fixed Income, Income, Volatility Likes 0 SHARE Bookmarks
September 01, 2021 China’s Green Reforms to Clean Up Dirty Industries Creates Opportunity by John Lin, Samuel Chen While developed countries shape climate agreements, it’s China’s participation that matters most and will impact both climate change and investments. China, Climate Change, Emerging Markets, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 23, 2021 China Inc.: Understanding Risk in China’s Credit Markets by Hua Cheng, Ian Chen Our research into Huarong and Evergrande provides insights into the risk implications of Beijing’s government interventions. China, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
July 28, 2021 Could China’s Regulatory Crackdown Be Good for Credit? by Jenny Zeng China’s regulatory crackdown led early this week to a dramatic selloff that spread into offshore Chinese credit markets. We see a silver lining. China, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
July 28, 2021 Can Onshore Stocks Offer Shelter from China’s Market Storm? by John Lin Chinese stocks have tumbled amid a regulatory crackdown on education and technology companies. We believe the risks are less acute in the onshore A-share market. China, Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 13, 2021 The Renminbi Outlook: The Journey Is the Reward by Brad Gibson With China’s currency at its highest level in three years, investors want to know: Is the renminbi poised to turn? We don’t think so. China, Currency, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
May 25, 2021 Deciphering China’s 2060 Carbon-Neutral Plan by John Lin, Jenny Zeng China’s 2060 carbon-neutral framework reveals how Beijing envisions the country’s economic future. As efforts to generate more sustainable growth progress, the transition to a greener economy will create diverse new investment opportunities. China, Climate Change, Emerging Markets, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks