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Tag: Emerging Markets

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‘Value-Up’ Arrives in China

Are investors overlooking the potential for governance reform in China?...

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Reasons for a Standalone India Allocation in a Global Portfolio

Explore why India’s special characteristics have contributed to equity outperformance...

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ClockWise: Could China Boost Consumption in 2025?

As we close 2024, we continue to see weaker-than-expected economic...

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Market Commentary: October 2024

Emerging market hard currency sovereign spreads continued to narrow in...

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In Credit Weekly Snapshot – November 2024

The winner takes it all Key markets overview A little...

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Systematic Stewardship in Action: Gender Diversity in Japan

Gender diversity in Japanese companies has long lagged levels across...

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ClockWise: Central Bank Rate Cuts Feed Market Optimism – 2024 Q3 Review

Equity markets continued to gain over the quarter, shrugging off...

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AI-Related Stocks: A Time to Tread Carefully

The hype around AI has continued to gather momentum over...

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Japan Multifamily

Japan’s economy is on the cusp of a major change,...

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Equity Outlook: Breaking Concentration with a Panacea of Opportunities

Equities have displayed remarkable strength in H1 2024. Performance has...

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