May 02, 2023 Emerging Markets’ Power and Potential Is Lost in Equity Allocations by Sammy Suzuki Emerging markets play a much bigger role on the world stage than you might think given their small size in global benchmarks. Emerging Markets, Equities Likes 0 SHARE Bookmarks
April 26, 2023 India’s New Look: Paving Roads to Efficiency and Investment by Denise Boynton India is reinventing itself to benefit from Asia’s rapidly changing business landscape. Investors should take a closer look at how the country is changing. Emerging Markets, Equities Likes 0 SHARE Bookmarks
April 19, 2023 Emerging Markets and the ChatGPT Value Chain by Sergey Davalchenko Many components that power the ChatGPT revolution are manufactured in emerging markets and offer exciting growth opportunities for investors. Emerging Markets, Equities Likes 0 SHARE Bookmarks
March 09, 2023 China’s Green Enablers Deserve a Place in Equity Funds by John Lin, Lily Zheng The global transition to a greener future requires Chinese companies. Investors should take a closer look. China, Climate Change, Emerging Markets, Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 08, 2023 Are Cheap Burgers in Emerging Markets a Good Sign for Investors? by Sammy Suzuki, Christian DiClementi Based on The Economist magazine’s data comparing hamburger prices across countries, many EM currencies look cheap today—as they did 20 years ago before an extended rally of EM stocks and bonds. Currency, Emerging Markets, Equities, Fixed Income Likes 0 SHARE Bookmarks
February 07, 2023 Reading the Signals: EM Equities Still Highlighted in Multi-Asset Strategies Despite recent outperformance, our quant signals remain strongly positive on EM vs. developed-market stocks. Asset Allocation, Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
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 25, 2023 Emerging-Market Equities: Can the Bounce Be Sustained? by Sammy Suzuki, Sergey Davalchenko, Stuart Rae There’s a whiff of hope in the air across emerging markets. Recent equity market gains may signal the start of a broader recovery after years of underperformance. China, Emerging Markets, Equities, Inflation, Volatility 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
January 12, 2023 Emerging-Market Debt Outlook 2023: A Shifting Balance of Risks by Christian DiClementi, Adriaan du Toit 2022 was a weak year for emerging-market debt, but with China pulling back on zero-COVID policies and inflation showing signs of easing, credit markets could stabilize in 2023. Given the prospect of slowing global growth, credit selection will be key. China, Emerging Markets, Fixed Income, Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
November 17, 2022 Reading the Signals: Consider Leaning into EM Equities in Multi-Asset Strategies EM equities have lagged DM, with many EM countries badly hurt by the impact of COVID, the global economic slowdown and a strengthening US dollar. Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
October 19, 2022 Can China Revive Economic Growth Post-Congress? by Caglasu Altunkopru China’s 20th National Congress could help air ideas for more growth-supportive policies. China, Economics, Emerging Markets, Multi-Asset, Policy & Regulation Likes 0 SHARE Bookmarks
October 03, 2022 What to Expect from China’s 20th Party Congress The Chinese Communist Party will hold its 20th Party Congress beginning October 16. What change in policies we expect, and what are the macro implications? China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks