Policy changes that relax residency rules in smaller Chinese cities could become an important driver of structural growth, impacting a range of sectors.
The IMF's cautiously optimistic outlook is not without some unrecognized risk.
Several exciting developments that bode well for Brazilian stocks may be going largely unnoticed by investors outside the country.
Tax avoidance is a serious issue for governments stretched by rising costs, in both emerging markets and developed countries.
Observations and insights into the future of sustainable investing from the most recent PRI (Principles for Responsible Investing) conference.
Chart of the Week
Chart inspired by QS Investors. Source: Bloomberg, as of 5/26/20. RHS = Right hand scale. LHS = Left hand scale. 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 collapse in oil prices has added to market dislocations and uncertainty associated with the coronavirus pandemic.
Global Emerging Markets
Emerging markets have made great strides when it comes to ESG over the years, and there is now a constellation of companies which can go head to head with their developed-market peers.
Weekly Update: COVID-19
The IMF’s latest forecast for global GDP growth of 5.8% in 2021 will depend on the effectiveness of government economic stimulus packages.
The ‘social’ aspect of ESG has often been overshadowed by 'environment' and 'governance' concerns, but the COVID-19 crisis has brought it to the forefront.
What today's unprecedented economic and market conditions mean for investors in markets around the globe.
With markets experiencing their worst falls since the global financial crisis, we believe focusing on long-term themes is more important than ever for investors.
The impact on national economies will largely depend on 3 factors: oil production levels, dependence on oil revenue, and vulnerability to low oil prices.
Markets will increasingly begin to focus on the prospects for the second half and beyond as we approach the summer, but the shape of recovery will depend on a number of factors.
Pent-up risk appetite could fuel a prolonged rally, but signposts of a turning point in the spread of the disease may need to emerge first.
A look back at the SARS outbreak of 2003 offers useful perspective on current fears about the spread of COVID-19.
A new type of mechanism for drug procurement and pricing is among a series of regulatory reforms transforming the Chinese pharmaceutical sector.
As emerging markets become wealthier, so does demand within them for financial services like insurance.
Government reforms aimed at addressing widespread underemployment could be key to unlocking future growth.
Thoughtful perspective on the role that active investing has to play in generating long-term results in investors’ portfolios.
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