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Macroeconomic & Geopolitical
China: Reopening Should Drive Growth
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After a year of anemic growth—by China’s standards—we expect a recovery in Chinese economic activity to gradually take place in 2023. The government has abandoned its zero-COVID policy and re-pivoted to growth, and the reopening, combined with a benign inflationary environment that gives China’s policymakers room to increase stimulus, we believe is a reason for optimism in 2023. That said, major policy questions and geopolitical risks cloud the outlook.
Market Outlooks
Outlook 2023: Better Than Feared
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As we look out to 2023, the U.S. Federal Reserve (Fed) has reached its “neutral” monetary policy stance, and the European Central Bank (ECB) is not far behind. Europe has moved fast to secure fossil fuel supply away from Russia, even at higher—but stable—prices. U.S. consumer price inflation is moderating. Asynchronous reopening, with China’s consumers set to rejoin the post-COVID economy, is likely to mean more inflation volatility next year.
Market Outlooks
8 Reasons for Optimism in U.S. Stocks
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Around the world, economies are slowing, with some developed markets likely already in recession, thanks in no small part to tightening monetary policies. Nowhere is this more apparent than in the United States, where the U.S. Federal Reserve (Fed) has moved more aggressively than in any other rate-rising period since the 1970s.
Human Capital
Podcast 33: Diverse Thought, Endless Possibilities
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When a society embraces cognitive diversity, powerful outcomes can result. In this episode of The Active Share, Hugo sits down with Matthew Syed, a best-selling author, highly acclaimed speaker, and award-winning journalist, to discuss what it means to think in complex ways; the implications of moving away from group think; and how investors can benefit from diverse cultures and voices.
Macroeconomic & Geopolitical
The End of the World As We Know It
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There’s no debating that we’re in tumultuous times, but who’s coming out ahead and who will be left behind? We asked geopolitical strategist Peter Zeihan...
Human Capital
The Active Share Podcast Episode #30: Investing in People
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In this wide-ranging discussion, Aoifinn explains how the Russia-Ukraine conflict could change how we think about ESG, whether we’re in a new investing regime, and what she’s learned from podcasting.