In this episode, Peter Lampert, lead portfolio manager of the International Equity Strategy, discusses the recent Chinese stimulus and its effects on emerging markets. He highlights key long-term risks in China, including weak sentiment, regulatory challenges, and geopolitical tensions, while emphasizing the potential of…

The latest data suggests that US inflation is falling, though perhaps not as fast as the US Federal Reserve would wish. In Europe, inflation may be on a path too low for the ECB’s comfort. Meanwhile, in China, disinflationary pressures are mounting. Whichever way you look at it, the US is the exception.

China’s scale and ambition for its electric car firms and other advanced manufacturers will affect company valuations within and outside its borders.

We believe positive differences between emerging and developed markets present investors with opportunities.

Emerging markets equities have been through tough times in 2022, and China equities were hit especially hard. Given the continuing war in Ukraine and the slowdown of Chinese economic growth, what is to be expected in 2023?

Monetary and fiscal policymakers are pivoting to easing mode. In developed markets, the restrictive rate policies of the post-COVID-19 period are reversing nearly everywhere.

In our latest video, Stephanie Neal, Client Portfolio Manager for sustainable investing, discusses how transition investing works with Robeco emerging market investors Rob Schellekens and Thu Ha Chow.

This paper explores why carbon footprint alone will not suffice for investors that want to support decarbonisation and begin to offer outlines of an alternative.

Published on 20th May, the founders of Bridgewater and GMO discuss the big risks they’re watching, including inflationary pressures, political conflict, asset bubbles, and climate change – and what investors can do to protect themselves. They discuss strong inflationary pressures, rising political conflict, asset bubbles and…

In this episode of Unearthed, hosts John Reade and Joe Cavatoni discuss the latest gold market trends, reflecting on the U.S. election outcome, monetary policy, and China’s recent economic developments. They highlight record-breaking gold demand, central bank buying, and shifting global economic dynamics influencing gold…

Our Asia Forum 2024: Positioning portfolios for the innovation era navigated the latest trends and opportunities in the investment landscape.

In this episode of The Sound of Economics, Yuyun Zhan invites Alicia García-Herrero and Alfred Schipke to explore the stimulus package China announced in late September 2024.

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks.

The U.S. and China are in a high-tech race to achieve and commercialize an elusive clean energy source: nuclear fusion. Fusion has the potential to create nearly limitless energy with no carbon emissions and very limited radioactivity.

Whether it is India surpassing China as the world’s most populous country, questions about how the Indian economy can provide enough jobs for a growing workforce, or how population should be used to allocate everything from legislative seats to fiscal transfers, demographics are at the heart of many debates surrounding India…

In this month’s In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China’s monetary measures; inflation that is likely not to be dead yet after all; and guess what: gold is back as an asset class, with central banks, particularly in India and China, buying gold again.

In this month’s In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China’s monetary measures; inflation that is likely not to be dead yet after all; and guess what: gold is back as an asset class, with central banks, particularly in India and China, buying gold again.

Explore global investment views with Outerblue Convictions, analyzing Fed rate cuts, equity market divergences, and China's potential fiscal stimulus.

View on new policy measures and their impact on Chinese Equities

One definition of transition investing is it being a journey in the investment process, while sustainability is the destination. Emerging markets are at the forefront of this kind of transition, since they account for 65% of the world’s greenhouse gas emissions.