Tag: Equities

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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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Minivans and Flows

Inflation and secular trends push up prices for stocks, goods...

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China’s Regulatory Tightening: Our View on Goals and Scope

China’s government recently enacted new regulations on a number of...

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The Case for Sustainable Investing in the UK

In the UK, vaccination rates were rising and pandemic restrictions...

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Bullish and Bearish COVID Developments: CDC Advisors Say the Delta

Boston – According to a new analysis by a consortium of...

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