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Monthly Market Snapshot — March 2024
A monthly update on equity, fixed income, currency, and commodity markets.
20
min
Whitepaper
2025-04-30
Financial Market Review
A monthly update on equity, fixed income, currency, and commodity markets.
19
min
Whitepaper
2025-04-30
Monthly Market Snapshot — February 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2025-03-31
Monthly Market Snapshot — January 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2025-02-28
Trends and transformation distilled: Our 2024 outlook in brief
Our experts explore investment opportunities and risks for the year ahead.
Article
2025-02-28
Equity Market Outlook
In our 2023 Equity Outlook, we offer a range of fundamental, factor, and sector insights as we look to 2023.
Article
2024-12-31
China’s growing self-reliance could bolster its equity market
Our expert, Philip Brooks, finds reasons for optimism in China's equity market.
Quick Take
2024-12-31
Full speed ahead: China’s race to implement AI
Our experts examine market implications of China's AI expedition.
Quick Take
2024-11-30
Look below the surface: A contrarian view on China equities
Equity expert, Ben Chen, dives into China's murky investment landscape.
Quick Take
2024-05-31
China fixed income: Dislocations create opportunities in this large and diverse market
Hear from our experts as they uncover new fixed income opportunities in China.
Article
2024-11-30
Commodities: Top ideas and evolving opportunities
To help clients plan for the coming year, our commodities experts share their top near-term, medium-term, and long-term investment ideas.
Article
2024-11-30
Getting Real: China looks beyond real estate for economic success
Our experts explore signs of an improving macro picture in China.
Article
2024-11-30
Securitized debt: Strategies for navigating emerging cracks in consumers’ financial health
Our expert highlights reasons for deteriorating consumer financial health and explores strategies for mitigating risk in securitized asset-backed securities.
Quick Take
2024-11-15
The “cleanest dirty shirt” now has too many stains
Fixed Income Portfolio Manager posits that US fiscal profligacy will change the game for asset allocators.
Quick Take
2024-09-30
URL References
Related Insights
Japan equity: Reason to believe
Our expert argues that corporate governance reform and the Japanese economy's escape from persistent deflation have laid the groundwork for a sustainable equity rally.
By
Toshiki Izumi, CFA, CMA