Understanding the real significance of the U.S. Treasury's recent reversal on China's currency.
Policy changes that relax residency rules in smaller Chinese cities could become an important driver of structural growth, impacting a range of sectors.
Despite real economic challenges, the risk of a significant recession in Europe remains low -- barring monetary, fiscal or banking policy mistakes in the wake of the EU elections.
Elections in Poland
Is the current strategy of Poland’s ruling political party beneficial to its long-term economic development?
Chart of the Week
Chart courtesy of Western Asset. Sources: Bureau of Labor Statistics, Haver Analytics, Bloomberg and New York Federal Reserve, as of 12/31/19. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.
Chart of the Week
The idiosyncrasies of niche markets can provide opportunities but require professional expertise.
Asia Pacific ex-Japan
Over half of the world’s megacities will be in the Asia Pacific ex-Japan region by 2030, representing a multi-decade opportunity for investment in real assets.
Global equity income
Dividends stocks could emerge as market leaders after a prolonged period when high-quality momentum stocks have outperformed.
Equity yields and M&A activity could support global equity markets as earnings estimates are likely to come down.
Wild cards like Brexit and the U.S. election have the potential to impact markets against a backdrop of low inflation and muted growth.
Several exciting developments that bode well for Brazilian stocks may be going largely unnoticed by investors outside the country.
Observations and insights into the future of sustainable investing from the most recent PRI (Principles for Responsible Investing) conference.
An in-depth look at the impact of recent elections in two of Asia's largest economies – India and Indonesia.
July data points to a picture that is probably not as bad as headlines suggest.
A region-by-region breakdown of the most relevant issues for global equity investors to follow in the months ahead.
The market for electric vehicles (EV) is growing, driven by tougher regulation and increased consumer demand.
As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.
Will today’s trade tensions permanently disrupt global value chains and lead to a new Cold War?
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