January 13, 2023 2023: A Year of Transition for the Global Economy by Eric Winograd This year will likely see a shift from extremely high inflation to worries about slumping growth. Conditions should be better than 2022, but the road will be bumpy. Economics, Fixed Income, Inflation, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
November 25, 2022 What’s Behind the Drop in Treasury Market Liquidity? by Matthew Scott, AJ Rivers US Treasuries are experiencing a drop in liquidity. What will it take to stabilize this critical market? Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
November 10, 2022 Cybersecurity for Investors : Why Digital Defenses Require Good Governance by Diana Lee Cyber and data security is a hot topic across sectors. Investors must get to grips with the governance issues and growing business risks as a digitally powered world grapples with the need for more secure defenses. Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 01, 2022 Drug Innovation Can Surmount New US Law’s Price Caps: Investing Perspectives on Healthcare Stocks by Edward Bryan, Vinay Thapar Technology and creative research should continue to drive company breakthroughs in medicine and packaging. Equities, Policy & Regulation, Tech & Innovation 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 by Zhennan Li 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
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 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
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
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