Asset Allocation
Recession’s Market Impact May Already Be Priced In, Says Vanguard CIO
Gregory Davis predicts that a U.S. economic slump, when it occurs, will be mild.
Tag: China
Are the Original Growth Investments, Agriculture and Timber, Worth It?
Housing and commodities markets can be vexing, but the world will always require what the soil yields.
Research
Get Ready for an L-Shaped Recession, Warns Credit Suisse
A deep recession and then little growth may be what’s needed to fight today’s high inflation, says strategist Pozsar.
Will US Allocators Stay the Course on Chinese Investments?
China’s drawbacks are prompting some hard thinking among American institutions, but the country’s allure remains potent.
Where to Find the Best Emerging Markets Returns
Asian nations such as India stand out, and so does Brazil, managers say.
The Future of Emerging Markets Amid a War and a Pandemic
Managers on the ground are more important than ever.
Newsmakers
Norway’s Sovereign Wealth Fund to Exclude Chinese Firm Over Human Rights Abuses
Norges Bank says the risk is too high that sportswear and equipment maker Li Ning may be using forced labor.
Chinese Investors Are Pulling Away From Russia. Here’s Why That Matters
Despite ideological differences, China will choose the West over Russia.
Asset Allocation
Yale to Investigate Chinese Investments Over Human Rights Concerns
A university committee will determine if any companies are ineligible for investment from its $42.3 billion endowment.
Asset Allocation
Thailand’s Pension Considering Investing in China and India
Pension staff see developing countries as a good hedge in pandemic times.
Asset Allocation
Forget US Stocks and Head Overseas, BCA Says
American equities are too costly, and there are better, cheaper prospects elsewhere, per the research outfit.
How a Chinese Takeover of Taiwan Would Affect Investments
The chip-dependent global economy would take a hit. But maybe Beijing could at least do the deed sneakily, with no war. Think Hong Kong.
Asset Allocation
Broken China? Maybe Things Aren’t So Bad
Despite crackdowns on businesses and too much debt, the nation should resume its ascent, says NEPC.
Asset Allocation
How to Make Money Investing in China, Crackdown Be Damned
The Beijing regime’s actions actually offer opportunities, argues EM ace Mark Mobius.
Flowering Among the Ruins: Why Emerging Markets Are Poised for a Revival
This battered asset class should benefit from a host of new developments—such as a weaker dollar.