This content is from: Video What It Means for Europe’s Economy if Sweden and Finland Join NATO BCA Research’s Matt Gerken talks European geopolitics and opportunities for investors in Southeast Asia. By Staff May 18, 2022
This content is from: Video What Russia’s Invasion of Ukraine Has Taught China Plus, how Roe v. Wade decision could impact midterm elections, according to BCA Research’s Matt Gertken. By Staff May 12, 2022
This content is from: Portfolio Here’s a Snapshot of Equity Hedge Funds’ Exposure to Russia Funds don’t have to have “Russia” in their name to have a significant amount of sensitivity to stocks in the country, according to MPI. By Julie Segal April 08, 2022
This content is from: Portfolio The Russia-Ukraine Debacle Tests Active Managers’ Prowess Fundamental managers quickly responded to the economic fallout from the invasion, protecting investors from at least some of the pain. By Hannah Zhang April 29, 2022
This content is from: Premium What’s Next for Russia-Focused Hedge Funds? As the Russia-Ukraine conflict continues to rage, the few remaining Russia-focused funds currently find themselves in limbo. But one manager is optimistic about future prospects. By Stephen Taub March 17, 2022
This content is from: Portfolio As Global Markets Shudder, Investor Sentiment About China Ranges from Exuberant to Highly Cautious “It’s important to distinguish between what’s happened with Russia and what might happen with China,” said Andy Rothman, chief investment strategist at Matthews International. By Hannah Zhang May 19, 2022