Tag: Equities
Q3 Strategy – Reflationary Narrative Likely to be Revived
Executive summary A slowing in the pace of growth and...
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The Past is a Foreign Country
RESILIENCE OF EMERGING MARKET ECONOMIES GOES HAND IN HAND WITH...
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Investment Strategy Insights: Learning To Live With An Endemic Pandemic
The flare-up of the Delta variant has heightened concerns about...
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ISG Insight: Thriving in the Bond Market
In recent months, macro and micro fundamentals have broadly improved...
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Keeping it Real: The Case for Real Assets
Diversification is a key part of successful multi-asset investing, whether...
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Fed Punts on Tapering Decision at Latest Meeting
Boston – The latest meeting of the Federal Open Market Committee...
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Why Companies Should Embrace Chaos.
The nimblest firms are often those that don’t fight disorder...
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Strong EM Debt Fundamentals Call For a Reset of Risk Premia
One year ago, investors were grappling with macroeconomic uncertainty related...
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Quality 101: What it is and Why it Works
“Riskier assets outperform less risky assets in the long run” is...
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Conversations with Shou-Pin Choo
Asia equities expert Shou-Pin Choo, Portfolio Manager in the Emerging...
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