This content is from: Portfolio Jeremy Grantham Warns of an ‘Unexpectedly Dire’ Final Phase of the Downturn Longer term, GMO’s Grantham argues that the declining population, raw material shortages, and climate change are the biggest challenges for investors. By Hannah Zhang January 24, 2023
This content is from: Portfolio JPMorgan’s Cembalest Says Fed Will ‘Pause’ Rate Hikes This Spring The strategist argues that a major growth slowdown is ahead for Europe and the U.S. as monetary and fiscal policies shift and globalization declines. By Michelle Celarier January 03, 2023
This content is from: Corner Office A Mix of Luck and Skill Helped Investcorp Avoid Bull Market Pitfalls — And Now It’s Putting Money to Work “There is a lot of cautious capital sitting and waiting,” says Mohammed Alardhi. By Julie Segal November 30, 2022
The 2010 All-China Research Team Rankings Released China may open its doors wider to foreign investors in the coming years, spurring a greater demand for research into the nation’s booming markets. By Leslie Kramer July 12, 2010
This content is from: Portfolio BCA Research: Here’s Another Sign of a Weakening Chinese Property Market China’s real estate players are besieged by declining home prices. bond defaults, and dropping consumer confidence. By Hannah Zhang October 26, 2021
This content is from: Portfolio Daily Agenda: The Week Ahead, June 20 – 25, 2015 China releases housing market data; KKR reports earnings; Newport Folk Festival grooves through the weekend By Andrew Barber July 18, 2015