This content is from: Video Europe Has Little Reason to Follow U.S. Lead on China — For Now With less at risk, Europe may deviate from America’s stance until China commits an “outright belligerent act,” says Matt Gertken of BCA Research. By Staff April 18, 2023
This content is from: Portfolio GMO: It’s Time to Look Beyond U.S. Stocks “Emerging markets, Europe, and Japan all offer much better expected returns than the U.S.,” according to James Montier. By Hannah Zhang May 16, 2023
This content is from: Video How Vulnerable Are European Banks? Europe isn’t likely to see bank runs, but the recent crisis will affect ECB policy, according to BCA Research’s Mathieu Savary. By Staff April 05, 2023
This content is from: Video Russia’s New Offensive Is ‘Waking Up’ Markets After months of complacency, investors can no longer ignore rising geopolitical risk and policy uncertainty, says BCA Research’s Matt Gertken. By Staff February 21, 2023
This content is from: Video China’s Diplomatic Outreach Shows Its Lack of Leverage The constraints of China’s influence are being revealed as it deepens ties with Russia and intercedes in the Middle East, argues Matt Gertken of BCA Research. By Staff March 29, 2023
This content is from: Video 2023 Bringing Pivotal Tests for Russia and China Be ready for extreme market uncertainty if Putin cuts oil production, and expect China’s stimulus efforts to fall short, says BCA Research’s Matt Gertken. By Staff February 14, 2023
