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Geopolitical
 
Mar 2017
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Geopolitical

Modi's latest victory should be positive for India

Authors: Niraj Bhagwat, CA, ...

Indian Prime Minister Narendra Modi’s Bharatiya Janata Party (BJP) won a stronger-than-expected victory in the state elections of Uttar Pradesh (UP), returning the party to power after 14 years. UP is...

File under: Emerging markets: Active opportunities span asset classes

 
Dec 2016
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Geopolitical

A new era of populism, politics, and policy: Implications for investors

Author: Mark Lynch

Mark is one of the firm’s most senior investors. His portfolio management responsibilities include global alternative approaches, financial-sector portfolios, and multi-asset strategies that focus on...

 
Nov 2016
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Geopolitical

Implications of a deglobalizing world

Authors: Toby Johnston, ...

Globalization has powered economic and market growth for three decades, but there are signs that the trend has reversed, which will have profound long-term consequences for economies and markets around the...

 
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Oct 2016
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Geopolitical
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At a glance: Where the US presidential candidates stand on key issues

Author: Emin Hajiyev, CFA

Issue Hillary Clinton, Democrat Donald Trump, Republican Trade Generally pro trade but opposes the Trans-Pacific Partnership (TPP), despite...

File under: US election watch