This content is from: Portfolio China: No Longer a ‘No-Brainer,’ But Still the Best of Emerging Markets “Some of the demonstrations and unhappiness is what comes along with economies maturing,” says Eastspring’s Andrew Cormie. By Hannah Zhang January 27, 2023
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: Opinion Why Does Private Equity Get to Play Make-Believe With Prices? Investors and managers are playing a dangerous game of “volatility laundering,” Cliff Asness writes. By Cliff Asness January 06, 2023
Sponsored Institutional Investors Take a Long-Term View on Digital Assets Sponsored by Coinbase Institutional November 22, 2022
This content is from: Portfolio A Hard Landing in 2023 Could Pave the Way for a Long-Term Bounce Robeco says peak inflation, peak rates, and a peak dollar in the new year will herald a comeback for major asset classes. By Grace Chung November 21, 2022
This content is from: Portfolio Why Investors Should Play Defense and Worry About Growth Opportunities Later The potential profits recession should lead investors to look beyond the U.S. market, argues Richard Bernstein Advisors. By Hannah Zhang January 09, 2023
