This paper, written by Dr. Jasslyn Yeo, explains why cyclical tailwinds support a positive stance for Asia ex-Japan equities this year, and why persisting secular headwinds mean that the investment case for Asia ex-Japan growth stocks remains strong.
This paper, written by Tai Hui, addresses the factor and risk of inflation with the latest U.S. economic data.
Themes from the quarterly Quantitative Beta Research Summit
This paper, written by David M. Lebovitz and Tyler J. Voigt, reviews 4Q19 U.S. earnings with performance of various sectors and its investment implications.
This paper, written by Tai Hui, examines the investment implications of recent coronavirus outbreak.
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
This paper, written by Dr. David Kelly, Hannah Anderson and Meera Pandit, addresses the upcoming U.S. election and its investment implications.
This paper, written by Chaoping Zhu, addresses the Chinese policy regarding the Coronavirus outbreak.
We are pleased to release this month's market review, a summary of the factors driving global markets over the last quarter.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.