June 27, 2022 Lo stimolo fiscale in Cina: è tempo di crescere by Zhennan Li Ci aspettiamo che le autorità cinesi adottino provvedimenti efficaci per sostenere la crescita nel secondo semestre. China, Coronavirus, Economics, Emerging Markets, Fixed Income 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
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
March 16, 2022 China Faces Challenges on Three Fronts by Brad Gibson, 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 21, 2022 Bolstering Asset Allocation Defenses Against COVID-19 by Sharat Kotikalpudi, Mark Gleason In our view, modestly capping exposures to certain COVID-19-sensitive macro assets can enhance asset-allocation risk management. Asset Allocation, Coronavirus, Multi-Asset 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 10, 2022 Solid US Value Equities: It’s All About Earnings by James MacGregor How can investors in value stocks gain confidence in a company’s ability to deliver results in 2022? Coronavirus, Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks
January 04, 2022 Equity Outlook: Get Ready for Another Year of Surprises by Chris Hogbin Our Head of Equities sizes up the global market outlook for 2022 and explains how investors can prepare for uncertainties ahead. Coronavirus, Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
December 18, 2021 Central Banks Push the Levers Toward Tighter Monetary Policy by Eric Winograd Coronavirus, Economics, Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
December 16, 2021 Fed Accelerates Rate Hike and Taper Game Plan by Eric Winograd The Fed announced accelerated plans to taper asset purchases and hike short-term interest rates. Markets weren’t particularly surprised, but it’s a major policy adjustment for the central bank. Coronavirus, Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
October 27, 2021 Sustainability and Investing: Lessons Learned in the Pandemic Era by Dan Roarty The pandemic has prompted massive changes for countries, societies, people and businesses, while reinforcing the role of sustainable investing strategies. Climate Change, Coronavirus, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks