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As individual countries, states, industries and companies plot their emergence from coronavirus closures, the pace of recovery and prospective outcomes are looking increasingly diverse. Jeff Shen...
Where do we stand on global equities after their rebound from late-March lows? Kurt explains. Global stocks have come a long way since the sharp selloff...
The coronavirus outbreak and OPEC price war has punished risk asset prices, and real estate investment trusts (REITs) are no exception. Looking ahead, when markets stabilize,...
Our macro regime framework continues to signal that the global economy and all its major regions and countries are in a contraction regime. As widely expected,...
All I really need to know I learned in calculus class. I say that with apologies to author Robert Fulghum and his theory that we receive...
As the world remains in the grip of the coronavirus, we’ve received many questions about the outlook for Chinese and emerging market (EM) stocks—as China was...
As the world remains in the grip of the coronavirus, we’ve received many questions about the outlook for Chinese and emerging market (EM) stocks—as China was...
Ben Powell writes that China may change policy at the delayed National People’s Congress in three key areas: the GDP target, household registration reform, and –...
Russ explains why Chinese equities should still be a core holding. COVID 19 is first and foremost a health crisis, but it is fast becoming intertwined...
David Rogal and Bob Miller contend that the TIPS market dislocations witnessed in recent months have resulted in opportunities that investors would be remiss to ignore....
