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Equity Economic cycle Volatility COVID Quick Take
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Recession risks and markets: Can we avoid a COVID hangover?

Current earnings forecasts and asset prices suggest overly optimistic expectations for the global economy and markets in 2023, according to Equity Portfolio Manager Dan Pozen.

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Daniel Pozen
Daniel Pozen
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Quick Take
2023-11-30
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USA Inflation Article Equity Fixed income Geopolitics COVID Private equity China
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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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Adam Berger
Adam Berger, CFA
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Article
2023-02-28
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Quick Take
China Volatility Geopolitics COVID Equity Active management Emerging markets Quick Take
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China in 2022: Embracing the volatility
China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.
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Bo Meunier
Bo Meunier, CFA
Graham Proud
Graham Proud
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Quick Take
2022-08-31
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