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
March 11, 2022 The Long View: Russia-Ukraine War Has Lasting Implications for Investing by Chris Hogbin, Scott DiMaggio, Gershon Distenfeld Russia’s invasion of Ukraine has shaken up broad issues that shape our analysis of asset classes and securities. Here’s what our investment teams are beginning to assess. Emerging Markets, Equities, Fixed Income, Invasion of Ukraine, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 10, 2022 Emerging-Market Sovereign Debt Needs ESG Scrutiny by Christian DiClementi, Patrick O’Connell Robust ESG research can alert investors to major risks, sometimes months or years before bad news hits the market. Emerging Markets, Fixed Income, Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 03, 2022 ESG Risks Are Real Credit Risks by Patrick O’Connell, Christian DiClementi ESG research insights are critical to avoiding risks and unearthing opportunities among emerging-market corporate bonds. Chile’s utility sector helps us explain. Climate Change, Emerging Markets, Fixed Income, Income, Responsible Investing/ESG 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 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 19, 2022 Emerging-Market Investors Can’t Afford to Ignore ESG Factors What’s the key to mitigating risk and unlocking opportunity in emerging-market debt? Environmental, social and governance factors. Emerging Markets, Fixed Income, Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
January 06, 2022 Emerging-Market Debt Outlook: Mixed Conditions in 2022 by Adriaan du Toit, Christian DiClementi Emerging-market debt faces both obstacles and opportunities in 2022. Investors should proceed with care. Emerging Markets, Fixed Income, Income 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 30, 2021 Four ESG Myths About Emerging-Market Corporates by Patrick O’Connell, Christian DiClementi We debunk the environmental, social and governance myths standing between investors and EM corporate-bond investing. Climate Change, Emerging Markets, Fixed Income, Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 16, 2021 China’s Quest for Common Prosperity: Reading the Tea Leaves 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 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
September 24, 2021 Could Evergrande Become China’s Lehman Brothers? Probably Not. by Brad Gibson, 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