Tag: Equities
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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Here to Stay: Implications and Opportunities from Taiwan’s Semiconductor Edge
Taiwan’s dominance of the global semiconductor foundry industry comes from...
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A Calculated Approach to Incorporating Equities into Managed Futures
“The large moves posted by assets in inflationary times seem...
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Is Hurried Decarbonization Causing an Oil Crisis?
I worry that the war on climate change may cause...
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