ESG investing in China: Considerations for sustainable portfolios
China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.
Sub Trend Growth is now our base case scenario, at 45%. We cut our expectation of Above Trend Growth to 20%, increased Recession to 25% and left Crisis at 10%. Our best idea: high quality, short-duration bonds, in particular short-dated investment grade corporate bonds and securitized credit.