As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.
China’s property sector is a significant engine of the country’s economy, and uncertainty around the outlook is weighing heavily on market sentiment. But we view these challenges as growing pains in the shift of China’s economy to a more consumption-led model. What are the opportunities of this transition?
The global shift toward sustainable energy has sparked a need for investments in energy transition assets. What types of assets and investment opportunities are available for institutional debt investors?
July’s macro data portrayed a sluggish picture of the economic growth outlook in China. Here we look beyond the headlines to provide a more comprehensive assessment of the economy and conclude this is not the “sudden stop” scenario some have suggested.