June 30, 2022 Economic Outlook: The Inflation Battle Goes Global by Eric Winograd, Adriaan du Toit The global growth outlook has declined as central banks tackle inflation. What signs would point to an eventual rebound for the economy and markets? China, Economics, Emerging Markets, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 27, 2022 China’s Coming Fiscal Stimulus: A Time to Grow by Zhennan Li China’s economy has slowed in the first part of 2022, but we expect Chinese authorities to take significant—and effective—steps to support growth. China, Coronavirus, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 09, 2022 Emerging Market Equities: Value Revival Spotlights Recovery Potential by Henry S. D'Auria Despite new challenges in emerging-market equities this year, value stocks have held up relatively well as changing conditions revive dormant recovery potential. China, Emerging Markets, Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
May 19, 2022 Prospettive economiche cinesi: il COVID ostacola la crescita del PIL by Zhennan Li La recrudescenza del COVID in Cina minaccia le prospettive di crescita del paese. Ecco perché abbiamo rivisto le nostre previsioni. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
May 10, 2022 China’s Economic Outlook: COVID Impedes GDP Growth by Zhennan Li China’s COVID resurgence threatens the country’s growth prospects. We make the case for our revised growth outlook. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
April 13, 2022 Near-Term Renminbi Outlook: Steady as She Goes by Zhennan Li, Brad Gibson To understand the RMB’s near-term outlook, investors need to unpick the nuanced dynamics behind its rise. China, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
April 01, 2022 Fixed-Income Outlook: Look to the Horizon in Stormy Seas by Scott DiMaggio, Gershon Distenfeld Active bond investors can rise to the challenges of today’ environment. Here’s how. China, Fixed Income, Income, Inflation, Invasion of Ukraine, Invest for Efficient Income, Volatility Likes 0 SHARE Bookmarks
March 16, 2022 China Faces Challenges on Three Fronts by Brad Gibson, Jenny Zeng, Ian Chen, Hua Cheng, Zhennan Li Investors fret as China contends with Russia, negative headlines around its property sector, and a spike in COVID-19 infections. China, Coronavirus, Economics, Emerging Markets, Fixed Income, Income, Invasion of Ukraine, Volatility Likes 0 SHARE Bookmarks
February 08, 2022 Emerging Market Equities: Four Reasons for Optimism in 2022 by Henry S. D'Auria, Sergey Davalchenko, Sammy Suzuki With vaccinations up and more economies on the mend, emerging markets are poised to put a tough 2021 in the rearview. China, Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
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