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Macroeconomic & Geopolitical
3 Points About China
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Clamping down on China has become a bipartisan effort in the United States, but I believe an outright conflict between China and Taiwan is a low-probability (albeit high-impact) event—and I remain constructive on the bottom-up, long-term investment opportunities in China, including the transition to a domestic-consumption-driven and lower-carbon economy.
Macroeconomic & Geopolitical
The Active Share: Are Microchips the New Oil?
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Microchips are the building blocks of the modern economy, but what are the geopolitical implications of this new power player?
Market Outlooks
Market Week in Review: Is the banking situation in the U.S. and Europe stabilizing?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Why we’re not expecting a repeat of the 2008 financial crisis
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Stress in the banking system: Updates on Credit Suisse and the collapse of SVB and Signature Bank
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Is a 50-basis-point Fed rate increase back in the cards?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Key watchpoints for investors as China’s annual parliament meeting kicks off
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.