Tag: Equities

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Mid-Year Outlook Bright for International Equities Amid Shifting Paradigms

London – On balance, our outlook for international equities is optimistic...

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Global CIO Video: “The First Half was all about the Strength of the Economic Recovery.”

While many of us may be looking ahead to a...

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Global Equities: Quality is the Name of the Game

The FP Carmignac Global Equity Compounders fund looks for quality...

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EM Debt at Midyear: Looking Forward from the Second Quarter’s Strong Comeback

Boston – Continuing our series of midyear outlook blogs, our emerging markets...

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China’s Newest Asset Class Offers an Exciting Opportunity

The recent successful listing of nine new Chinese infrastructure real...

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Stocks Edge Back From Records As US Yields Slide

For the week ending 9 July 2021   Global equities...

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A View from Asia – China Special

The Chinese authorities are currently re-examining rules around listing outside...

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Positioning for Dividend Yield While Bond Yields Remain Low

Boston – Dividend payout ratios have been falling for several decades...

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COVID-19 Index: When Might Life Return to ‘Normal’? – July 2021

As one of the world’s largest economies the US is...

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Is China Driving Emerging Markets?

Over the years, China has become a leading emerging market...

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