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Will the Hot US Housing Market Continue?
The US housing market is sizzling. Tight supply and record demand met low rates, resulting in quick sales at record prices. What’s next for the US housing market?
Deciphering China’s 2060 Carbon-Neutral Plan
China’s 2060 carbon-neutral framework reveals how Beijing envisions the country’s economic future. As efforts to generate more sustainable growth progress, the transition to a greener economy will create diverse new investment opportunities.
Three Strategies for Navigating Turbulent Bond Markets
Worried about rising rates? Inflation keeping you up at night? We've identified three strategies that will help keep your portfolio aloft.
Renminbi Outlook
China’s Currency Offers Diversification Opportunity
As risks shift and economies recover unevenly from the pandemic, investors reassessing their long-term exposures should consider the Chinese renminbi.
What Could US Corporate Tax Hikes Mean for Share Buybacks?
Some market analysts are worried that proposed tax hikes on corporations could dampen business investment and economic growth. Based on the experience of the 2017 corporate tax cut, we think the bigger impact will likely fall on share buybacks—not economic activity.
Accepting the Inevitable
As the race begins to vaccinate the entire world, I think about how hard it is to accept our limitations as human beings. Some of these limitations are our coping methods, which both help and hurt us in our personal lives and when making investment decisions.