April 26, 2023 Sizing Up the US Government’s Debt Burden by Richard Brink, Eric Winograd The debt-ceiling debate has reignited concern about government borrowing. We tackle key questions arising from our recent Disruptors Series podcast. Currency, Disruptor Series, Economics Likes 0 SHARE Bookmarks
March 08, 2023 Are Cheap Burgers in Emerging Markets a Good Sign for Investors? by Sammy Suzuki, Christian DiClementi Based on The Economist magazine’s data comparing hamburger prices across countries, many EM currencies look cheap today—as they did 20 years ago before an extended rally of EM stocks and bonds. Currency, Emerging Markets, Equities, Fixed Income Likes 0 SHARE Bookmarks
February 07, 2023 China’s Reopening Bodes Well for Asian Fixed-Income Markets by Brad Gibson Things are looking up for Asian bond markets. Here’s our 2023 outlook. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Inflation Likes 0 SHARE Bookmarks
November 28, 2022 Global Stocks: Look Beyond Home Base to Find Growth by Dev Chakrabarti Country-specific macroeconomic conditions shouldn’t determine global equity allocations. Look beyond a company’s domicile to find the most promising sources of long-term growth. Currency, Equities, Inflation, Volatility Likes 0 SHARE Bookmarks
September 21, 2022 Does Going Global Still Make Sense? by Michael Rosborough, Nicholas Sanders Although US bond yields are well above recent lows, it’s always a good idea to think globally. Currency, Fixed Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
September 16, 2022 US Investors Can Gain Hedge Edge with Global Bonds For US investors, low yields abroad can be turned into opportunities, thanks to currency hedging. Currency, Fixed Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
May 19, 2022 Prospettive economiche cinesi: il COVID ostacola la crescita del PIL La recrudescenza del COVID in Cina minaccia le prospettive di crescita del paese. Ecco perché abbiamo rivisto le nostre previsioni. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
May 10, 2022 China’s Economic Outlook: COVID Impedes GDP Growth China’s COVID resurgence threatens the country’s growth prospects. We make the case for our revised growth outlook. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
April 13, 2022 Near-Term Renminbi Outlook: Steady as She Goes by Brad Gibson To understand the RMB’s near-term outlook, investors need to unpick the nuanced dynamics behind its rise. China, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
July 16, 2021 Looking Back and Ahead: Eventful Decades for Emerging Markets by Morgan Harting Emerging markets have seen a transformation over the past decade, and we expect them to remain dynamic in the next decade. For investors seeking to tap opportunities across asset classes, one storyline will remain timeless. Asset Allocation, Climate Change, Currency, Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
July 13, 2021 The Renminbi Outlook: The Journey Is the Reward by Brad Gibson With China’s currency at its highest level in three years, investors want to know: Is the renminbi poised to turn? We don’t think so. China, Currency, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
April 28, 2021 Renminbi Outlook: China’s Currency Offers Diversification Opportunity by Brad Gibson As risks shift and economies recover unevenly from the pandemic, investors reassessing their long-term exposures should consider the Chinese renminbi. China, Currency, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
September 22, 2020 How Currency Hedging Can Boost Yield by Erin Bigley Today’s low and negative global yields may look much more attractive after hedging into US dollars. Currency, Fixed Income, Invest for Efficient Income, Low-Yield Environment Likes 1 SHARE Bookmarks