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Showing 10 of 30 Insights Posts
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Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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event September 2024
2 min
Article
2025-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

No bulls in the China shop?

John Mullins, Irmak Surenkok and Steven Ye assess the investment debate surrounding China's prolonged underperformance and outline three investment ideas for active investors to consider.

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event March 2024
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bizarro World: Could 2024 be the opposite of 2023?

Fixed Income Portfolio Manager Brij Khurana details the dynamics that may upend investor expectations of a repeat of 2023 this year.

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event January 2024
Quick Take
2025-01-17
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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event December 2023
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China’s growing self-reliance could bolster its equity market

Our expert, Philip Brooks, finds reasons for optimism in China's equity market.

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event December 2023
Quick Take
2024-12-06
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond China: what does the rest of the EM equity world have to offer?

For investors contemplating a separate allocation to EM ex-China equities, members of our iStrat Team share their research on the composition of the opportunity set, the growing divergence in the behavior of EM ex-China equities and Chinese equities, and the long-term market outlook.

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event November 2023
Article
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Full speed ahead: China’s race to implement AI

Our experts examine market implications of China's AI expedition.

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event November 2023
Quick Take
2024-11-29
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How geopolitics and the energy transition may reshape global trade

We explore the potential near- and longer-term market effects of deteriorating US/China relations, coupled with the shift toward a low-carbon economy.

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event November 2023
Article
2024-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China fixed income: Dislocations create opportunities in this large and diverse market

Hear from our experts as they uncover new fixed income opportunities in China.

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event November 2023
Article
2024-11-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Look below the surface: A contrarian view on China equities

Equity expert, Ben Chen, dives into China's murky investment landscape.

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event November 2023
Quick Take
2024-11-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.