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Expanding Opportunities in China

September 2023 / ASSET ALLOCATION

Asset Allocation in a New and Evolving Interest Rate Regime

Asset Allocation in a New and Evolving Interest Rate Regime

Asset Allocation in a New and Evolving Interest...

Revised capital market assumptions create opportunities

By Lowell Yura

Lowell Yura Head of Multi-Asset Solutions, North America

August 2023 / ECONOMICS

China’s Economy Faces Renewed Pressures

China’s Economy Faces Renewed Pressures

China’s Economy Faces Renewed Pressures

Property sector weakness weighing on confidence.

June 2023 / CHINA EQUITIES

China Investing: What Comes Next?

China Investing: What Comes Next?

China Investing: What Comes Next?

A three-stage recovery is underway.

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

April 2023 / EMERGING MARKETS

China's Reopening: Implications and Impact

China's Reopening: Implications and Impact

China's Reopening: Implications and Impact

Brisk reopening brings quicker consumption response.

By Carolyn Chu & Christopher J. Kushlis

By Carolyn Chu & Christopher J. Kushlis

February 2023 / MULTI-ASSET

The Case for a Dedicated China Allocation Within EM

The Case for a Dedicated China Allocation Within EM

The Case for a Dedicated China Allocation...

In China, change is the only constant.

By Thomas Poullaouec, Robert Secker & Nathan Wang

By Thomas Poullaouec, Robert Secker & Nathan Wang

December 2022 / INTERNATIONAL EQUITIES

China Market Outlook 2023

China Market Outlook 2023

China Market Outlook 2023

"What should be" versus "What is likely to happen"

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager