September 06, 2022 China Housing: Why This Time Will Be Different by Zhennan Li Beijing is trying to manage China’s housing challenges. Here’s why it’s harder this time. China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
August 29, 2022 What’s Next for the Bank of Japan? by Yusuke Hashimoto, Brad Gibson To change or not to change its policy stance? The Bank of Japan’s decision has implications for the world’s third largest bond market. Economics, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
August 08, 2022 ECB Tilts Toward Climate, but Investors Can Go Further by Erin Bigley, Vivek Bommi, Eamonn Buckley, Markus Peters We think investors need a holistic understanding of climate issues to address the causes and effects of climate change. Climate Change, Fixed Income, Invest for Purpose, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 15, 2022 SFDR Unpacked: What to Look for in Article 8 and 9 Portfolios by Michelle Dunstan, Amelia Sexton There are no shortcuts to creating ESG-focused portfolios that comply with regulation and investor expectations. Equities, Fixed Income, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 15, 2022 Desentrañar SFDR: Qué buscar en las carteras del Artículo 8 y 9 by Michelle Dunstan, Amelia Sexton There are no shortcuts to creating ESG-focused portfolios that comply with regulation and investor expectations. Equities, Fixed Income, Multi-Asset, Policy & Regulation, Responsible Investing/ESG 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 11, 2022 Proposed DOL Rule a Big Step Forward for ESG in DC Plans by Jennifer DeLong, Michelle Dunstan The Department of Labor’s new proposed rule clarifies how DC plan fiduciaries can consider ESG in investment selection. In our view, it represents meaningful progress. Multi-Asset, Plan Design, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 16, 2021 China’s Quest for Common Prosperity: Reading the Tea Leaves by Zhennan Li 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 by Zhennan Li 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 09, 2021 Change Looms at the Fed: What Will It Mean for Monetary Policy? by Eric Winograd Federal Reserve Board of Governors Chair Jay Powell’s term expires in February, and both vice chairs face expiring tenures, too. With another seat already open, how will the Biden administration balance the desire for monetary policy continuity with a wish list that includes tighter bank regulation? Economics, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
August 18, 2021 What to Expect When You’re Expecting a Taper by Eric Winograd Many investors are trying to project the moving parts of the coming Federal Reserve taper, which we expect to be announced in the fourth quarter. There are key questions still to be answered: What mix of securities? How fast? What comes next? We lay out our best assessment. Economics, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
July 28, 2021 Could China’s Regulatory Crackdown Be Good for Credit? by Jenny Zeng 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 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