Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Steve Quattry and Jorge Chirino explain.
After two weeks of UN climate talks in Egypt, COP27 ended with little progress made on climate commitments and the ramping up of finance for emerging markets to transition away from fossil fuels.
A Look at How Adjustments for Intangibles Affect ROIC
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
The bond market rout continued in September, which would have been even worse without a substantial rally over the last three days of the month.
All humans have behavioral biases, those blind spots that can impact decision-making. As investment managers, we must recognize that individually, and as an investment team, we are likely to have biases about stocks we own and the process for picking those stocks
For sophisticated investors seeking to manage inflation and growth surprises, a refined portfolio approach that optimizes inflation hedging and incorporates investor preferences may be particularly effective.
