Tag: Equities
4 Key Trends in Emerging Markets and Companies that May Benefit
The events of 2020 demonstrated how severe unknown risks can...
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The Next Big Opportunity in Levered Credit
Sitting on a financial powder keg? Equities are near...
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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...
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Are we at the Inflection Point of Climate Change Investing?
PREVIEW This article was originally published in Journal of Investment Management...
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Now that the Fed Taper Appears Priced In, Mortgage-Backed Securities May Deserve a Second Look
Boston – While spreads have ground tighter this year in almost...
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US Discovery: An American Voyage Into The Future.
With the US continuing to be at the forefront of...
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Emerging Markets Debt Monitor
Emerging markets debt generally sold off during the third quarter,...
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Investment Strategy Insights: Gauging Evergrande’s Spillover Effects
While the risk is palpable, we do not view China...
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The Potential of Middle-Market Businesses for Private Equity Firms
Leveraged buyout fund managers controlling tens of billions of dollars...
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Assessing Opportunities in China and Frameworks for Sustainable Investing
Our focus this quarter was on China’s economic and regulatory...
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