Is China Investable Again?

Published on October 10, 2024

Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.

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Moving the Needle

October 10, 2024
The puck has certainly moved since our last market commentary. This month, we argue that the needle on portfolio construction should move with it. Equities have been the driver of returns for much of the last few years.

Final Stretch Before Election Day: Everything and Nothing Has Changed

October 10, 2024
A series of unprecedented and historic events has completely shifted the candidates and dynamics of the race for the presidency and Congress.