Blogs

Investment Ideas

Investment Team Voices

  • August 28, 2019

    Could Libra creatively destroy what many consider to be some of today’s most defensible business models? Our global and international team discusses how this proposed cyptocurrency could disrupt the current payments ecosystem, as well as the hurdles it faces to get off the ground.

  • August 16, 2019

    If you follow the news about central banks, either domestic or foreign, you have probably noticed an increased effort by central banks to achieve core inflation targets. So why do inflation targets matter? In the end, it really comes down to how people and businesses make decisions about expenditures that drive economic growth.

  • August 15, 2019

    Through the first half of the year, EM growth equities have gained ground on value and global companies have rebounded. In a volatile environment, the convertible market provides abundant opportunities for risk management.

  • August 12, 2019

    China’s new STAR Board has been in the headlines since debuting on July 15. This new exchange aligns with many of China’s plans to deepen its domestic capital markets and to increase its overall attractiveness as a destination for capital.

  • April 30, 2019

    Key indicators, including strength across consumer and industrial activity, have affirmed our positive bias toward China. The resumption of trade negotiations with the U.S. in the coming days will provide another key signpost.