Tag: Emerging Markets
Living in a Post-Peak Growth World
As the world economy moves on from the pandemic, emerging...
View
The Semiconductor Shortage: Why More Than Tech Investors Should Care
Portfolio manager Denny Fish and analyst Shaon Baqui posit that...
View
4 Key Trends in Emerging Markets and Companies that May Benefit
The events of 2020 demonstrated how severe unknown risks can...
View
Shifting Gears: Emerging Market Prospects are on Track
Across markets and asset classes, investors faced challenges and benefited...
View
Capital Market Line: China’s Pivot and the West’s Winding Road Back to Reflation
Since our last publication, the most significant developments in the...
View
Asian High Yields – Where do we go from Here?
As investors reassess their risk expectations towards the Chinese property...
View
Investment Strategy Insights: Gauging Evergrande’s Spillover Effects
While the risk is palpable, we do not view China...
View
Assessing Opportunities in China and Frameworks for Sustainable Investing
Our focus this quarter was on China’s economic and regulatory...
View
Maximizing Return Opportunities with a Fixed Maturity Investment
For investors seeking predictable returns and income, the one place...
View
China’s Regulatory Tightening: Our View on Goals and Scope
China’s government recently enacted new regulations on a number of...
View