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Active management Equity Macro and market Wealth Program USA Emerging markets Growth Wealth Article Chart in Focus
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Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

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By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

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3 min
Article
2025-09-30
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Credit Asia Emerging markets Asia advised retail Fixed income Interest rates Monetary policy Whitepaper
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Deep and diverse: Welcome to today’s Asia credit market

Two of our Singapore-based experts on Asia credit discuss the market's key features, along with how it's evolved and is likely to continue doing so.

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By

Ross Dilkes, CFA

Tanya Sanwal

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Whitepaper
2024-03-31
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China Equity Volatility Active management Emerging markets Quick Take
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China in 2022: Embracing the volatility
China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.
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By

Bo Meunier, CFA

Graham Proud

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Quick Take
2023-03-31
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