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How Populism May Sway Policies in Emerging Markets
COVID-19 has aggravated inequality and social problems across EM economies, fueling populism. Key ESG metrics can help show potential pressure points.
When Will Inflation Lift Off?
Disruptions and dislocations associated with COVID-19 mean current economic data may not be a reliable guide to the future. But by turning to the past, we find compelling evidence that inflation regime change is accelerating.
Finding Defensive Stocks Ripe for Recovery
Steady earnings combined with resilient business models and innovation should compel investor interest, but it hasn’t. Is the time right for a reversal?
Can Advances in Technology Keep a Lid on Inflation?
Technology is advancing at a rapid pace, but will this be enough to offset the impact of a higher-inflation regime? Not necessarily.
China's Green Reforms to Clean Up Dirty Industries Creates Opportunity
While developed countries shape climate agreements, it's China's participation that matters most and will impact both climate change and investments.
Should Today's "Buy the Dip" Equity Trend Guide a Multi-Asset Strategy?
With stocks on pace for a banner year, investors haven't missed a beat-despite some sharp retreats. In fact, "buying the dip" has been so prevalent, it adds a new dynamic for multi-asset strategies to consider.