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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.
Policy and Regulatory Commentary
Can the Current Debt Limit Crisis Be Solved?
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The U.S. government hit its statutory debt limit last week. No need to panic yet — the Treasury Department is undertaking “extraordinary measures” that will keep the United States from defaulting on its obligations for a few months.
Personalization
An Inside Look at Direct Indexing
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Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Policy and Regulatory Commentary
House Chaos a Preview of What’s to Come
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Let’s take a look at what happened, and what it could mean for the ability of Congress to shape federal policy — or get anything done — over the next two years.
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Views, December 2022
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ClearBridge Investments’ Jeff Schulze discusses what is going on with home sales, corporate profits and labor.