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Macro and market China Geopolitical Top of Mind COVID Portfolio strategy Multi-asset Equity Article
Has China’s investment landscape permanently shifted?
Multi-Asset Strategist Adam Berger and Macro Strategist Santiago Millán consider key policy-related questions hanging over the Chinese market and share some near- and long-term investment views.
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Adam Berger, CFA

Santiago Millán, CFA

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Article
2023-08-31
Top of Mind Inflation Commodities Asset allocation Energy Article
Is the commodities rally built to last?
Commodities were the only major asset class that performed well in the first half of 2022. Multi-Asset Strategist Adam Berger and Commodities Portfolio Manager David Chang consider whether there’s more upside from here.
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By

Adam Berger, CFA

David Chang, CFA

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Article
2023-08-31
Top of Mind Inflation Asset allocation Monetary policy Multi-asset USA Article
Will the Fed send the US economy into a recession?
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
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By

Adam Berger, CFA

Juhi Dhawan, PhD

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Article
2023-07-31
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