Steven Ye

CFA
Investment Strategy Analyst
Singapore

Insights By Steven Ye

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pollution over ssky and windmill
Multi-asset Climate Inflation Alternatives iStrat Strategic allocation Article Multi-Asset solutions
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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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Article
2024-01-31
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Equity Inflation Japan Quick Take
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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

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Quick Take
2022-09-30
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