In the coming decades, we believe China will become a headline for the U.S. as a top strategic competitor. Liqian Ren outlines the various aspects of this competition including politics, geopolitical risk and economy.
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In the coming decades, we believe China will become a headline for the U.S. as a top strategic competitor. Liqian Ren outlines the various aspects of this competition including politics, geopolitical risk and economy.
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Many headlines this year have reinforced the narrative of avoiding emerging markets altogether, however, not all pockets of EM have been a disappointment. Matt Wagner discusses how investors can seek to avoid risk within the EM asset class despite the headline events we've seen in 2022.
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Emerging markets (EM) investors experienced a roller-coaster ride in 2021. Alejandro Saltiel recaps the volatile year and breaks down what investors might expect in 2022.
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Emerging markets are entering 2022 from a low base after their economic recovery was hindered by the resurgence of COVID-19 variants, China’s regulatory crackdown and concerns of a more hawkish Federal Reserve. Against this backdrop, Aneeka Gupta explains why investors should not ignore emerging markets this year.
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As we begin the new year, Matt Wagner outlines three key themes and one potential solution for investors to consider when allocating toward emerging markets in 2022.
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If narratives are how human beings make sense of world, then narratives are how most people made sense of China in 2021. But like many, the 2021 narratives to come from China require context. Liqian Ren helps investors to sort through which narratives they should focus on.
