September 14, 2021 How Populism May Sway Policies in Emerging Markets by Adriaan du Toit COVID-19 has aggravated inequality and social problems across EM economies, fueling populism. Key ESG metrics can help show potential pressure points. Economics, Emerging Markets, Fixed Income, Inflation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 01, 2021 China’s Green Reforms to Clean Up Dirty Industries Creates Opportunity by John Lin, Samuel Chen While developed countries shape climate agreements, it’s China’s participation that matters most and will impact both climate change and investments. China, Climate Change, Emerging Markets, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 26, 2021 Smaller Stocks Defy Emerging-Market Weakness by Sergey Davalchenko Emerging-market stocks have hit a rough patch, but shares of smaller companies have held up well. The recent resilience shows how smaller stocks offer investors an attractive way to access emerging markets without taking on more large-cap or China risk. Emerging Markets, Equities Likes 0 SHARE Bookmarks
August 23, 2021 China Inc.: Understanding Risk in China’s Credit Markets by Hua Cheng, Ian Chen Our research into Huarong and Evergrande provides insights into the risk implications of Beijing’s government interventions. China, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
July 28, 2021 Could China’s Regulatory Crackdown Be Good for Credit? China’s regulatory crackdown led early this week to a dramatic selloff that spread into offshore Chinese credit markets. We see a silver lining. China, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
July 28, 2021 Can Onshore Stocks Offer Shelter from China’s Market Storm? by John Lin Chinese stocks have tumbled amid a regulatory crackdown on education and technology companies. We believe the risks are less acute in the onshore A-share market. China, Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 16, 2021 Looking Back and Ahead: Eventful Decades for Emerging Markets by Morgan Harting Emerging markets have seen a transformation over the past decade, and we expect them to remain dynamic in the next decade. For investors seeking to tap opportunities across asset classes, one storyline will remain timeless. Asset Allocation, Climate Change, Currency, Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
July 13, 2021 The Renminbi Outlook: The Journey Is the Reward by Brad Gibson With China’s currency at its highest level in three years, investors want to know: Is the renminbi poised to turn? We don’t think so. China, Currency, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
July 07, 2021 Emerging Innovation: Three Trends for Growth Stock Investors by Sergey Davalchenko A wave of corporate innovation in emerging markets is driving growth from within and providing equity investors with higher quality, sustainable opportunities across many countries. Climate Change, Emerging Markets, Equities, Invest for Growth Likes 0 SHARE Bookmarks
June 15, 2021 Post-Pandemic Policymaking Could Drive Emerging Markets Apart by Adriaan du Toit Slow vaccine rollouts threaten not only to take a sizable human toll but also to scar some emerging economies. Coronavirus, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
May 25, 2021 Deciphering China’s 2060 Carbon-Neutral Plan by John Lin China’s 2060 carbon-neutral framework reveals how Beijing envisions the country’s economic future. As efforts to generate more sustainable growth progress, the transition to a greener economy will create diverse new investment opportunities. China, Climate Change, Emerging Markets, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
April 28, 2021 Renminbi Outlook: China’s Currency Offers Diversification Opportunity by Brad Gibson As risks shift and economies recover unevenly from the pandemic, investors reassessing their long-term exposures should consider the Chinese renminbi. China, Currency, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
March 22, 2021 ESG Prescriptions for Issuers of Emerging-Market Sovereign Debt by Katrina Butt , Salima Lamdouar Emerging-market countries face many challenges, including the need to address environmental, social and governance issues on tight budgets. For those willing to engage with investors, creative funding opportunities are available. Climate Change, Emerging Markets, Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks