February 07, 2023 China’s Reopening Bodes Well for Asian Fixed-Income Markets by Brad Gibson Things are looking up for Asian bond markets. Here’s our 2023 outlook. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Inflation Likes 0 SHARE Bookmarks
January 16, 2023 China’s Growth and Policy Priorities Pave New Paths to Equities by John Lin As China rapidly reopens its economy, attractive opportunities will surface—particularly for investors who understand the country’s policy nuances. China, Coronavirus, Economics, Emerging Markets, Equities, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 27, 2022 China’s Coming Fiscal Stimulus: A Time to Grow 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 27, 2022 Lo stimolo fiscale in Cina: è tempo di crescere 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
May 19, 2022 Prospettive economiche cinesi: il COVID ostacola la crescita del PIL 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 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 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 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 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