China
Showing of 9 Insights Posts
How the Russia/Ukraine conflict has galvanized the West
Geopolitical Strategist Thomas Mucha provides his latest insights on the Russia/Ukraine conflict, particularly with regard to its significant and potentially enduring impact on US/EU relations.
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Quick Take
2022-08-30
Ten more “what if” scenarios for 2022
In his latest Top of Mind session, Multi-Asset Strategist Adam Berger addressed a wide range of what-if scenarios on the minds of our clients. See what he has to say on Russia, China, cryptocurrencies, the IPO market, and many other topics in this brief article.
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Article
2023-02-28
Quality-growth investing amid inflation and rising rates
We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.
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2022-12-01
Five investment essentials for a post-pandemic world
As the world “gets back to business” in 2022, a cautiously optimistic outlook seems warranted. For investors, it may be a year to think thematically.
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Article
2022-11-30
Should China equity be a stand-alone allocation?
As China’s role on the world stage looms larger, should investors separate the country from the rest of their emerging markets (EM) equity allocation? Three of our multi-asset strategists provide their research-based take, along with some practical considerations.
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2022-05-31
Chinese regulation: Lessons from after-school tutoring
Investment Director Graham Proud distills our China and EM equity specialists’ views on China’s latest regulatory move — including why investors shouldn’t jump to conclusions regarding potential implications for Chinese internet companies.
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Article
2022-07-31
China unplugged: Investing in the world’s largest decarbonization effort
China has pledged to target peak emissions by 2030 and net-zero emissions by 2060. This massive environmental...
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Executive order on China: Biden broadens the brief
Washington’s latest actions targeted at investments in companies linked to the Chinese military-industrial complex represent another important milestone in the long-term trend of US-China decoupling.
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EM equity looks more attractive than it’s been in a decade
Equity Portfolio Manager Jamie Rice describes his bullish stance on emerging markets (EM) equities and looks at China’s burgeoning A-share market.
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