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Graham Proud
Investment Director
Boston

Insights By Graham Proud

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China Volatility Geopolitical COVID Equity Active management Emerging markets Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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, CFA

Graham Proud

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Quick Take
2022-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Outlook EM equity Energy Utilities Health care Macro and market Thematic exposure Factors ESG Disruption
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Multiple authors

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2023-01-27
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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