Steven Ye

CFA
Investment Strategy Analyst
Singapore

Insights By Steven Ye

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Multi-asset Climate Portfolio strategy Inflation Sustainable investing Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Integrating climate change into capital market assumptions: our approach and findings
Members of our Investment Strategy team explain how they are incorporating climate-related inputs, including physical and transition risks, into their capital market assumptions and outline the impact of these changes at the asset-class level.
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event
Article
2023-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Equity Inflation Global Industry Research Japan Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Seven reasons Japanese equities are worth another look
Investment Strategy Analysts Steven Ye and Daniel Cook make their case for Japanese equities, based on valuations, the “benefits” of inflation, the potential for event-driven outperformance, and other factors that may be underappreciated by the market.
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By

Steven Ye, CFA

Daniel Cook, CFA

event
Quick Take
2022-09-30
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