Section
China, India & Asia
37 posts
The Investment Cycle Just Got Bigger: KKR's McVey Returns From Europe and Asia With a Wider Frame
KKR's Henry McVey, Head of Global Macro and Asset Allocation and Aidan Corcoran, CIO of KKR's Balance Sheet,…
The $965 Billion Argument for Rethinking Emerging Markets
Kevin Carter, Founder and CIO at EMXETF, traces the capital flow most EM allocations are still positioned to miss.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Emerging Markets: JPM’s New Strategic Investment Case
For fifteen years, the case for emerging markets was a story told with conviction and rewarded with mediocrity.…
Where Returns Have Come From
by Derek Benedet, Portfolio Manager, Purpose Investments Developed markets have crushed it over the past three years. Sentiment…
5 keys to investing in 2026
by Martin Romo, Cheryl Frank, Pramod Atluri, Diana Wagner, and Chris Buchbinder, Capital Group After three straight years…
Goldman Sachs: What the Next 10 Years May Look Like for Global Equity Investors
Most people worry about what the market will do this month, or maybe this year. But the real…
The View From The Far East
by Carl Tannenbaum, Chief Economist, Northern Trust Asian economies are in the crosshairs of U.S. trade policy. There…
Mid-Year Outlook: International Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
Why Does Volatility Often Lead to Strong Emerging Equity Returns?
by Sammy Suzuki, CFA, Head—Emerging Markets Equities, AllianceBernstein Emerging-market (EM) stocks might not seem an obvious choice for…
Reflections From Asia
This year's venture to Asia was informative and delicious. by Carl Tannenbaum, Chief Economist, Northern Trust One of…
Emerging Market Contrasts: China and India
by Jeffrey Kleintop, Chief Global Investment Strategist, Charles Schwab & Company The two largest emerging markets have taken…
China’s Macro Prospects: Five Key Questions
Five topics to think about the policy and macro environment for the next few quarters. by Andy Rothman,…
International outlook: Innovation isn’t just a U.S. story
by Noriko Chen, Jody Jonsson, Jens Sondergaard, Capital International Asset Management Investors can find plenty of innovation engineered…
When Risk-Free is Risky, Asia May Provide a Bright Spot for Fixed Income Investors
For global fixed income investors, diversification is key. In our latest Q&A, Portfolio Manager Teresa Kong, CFA, discusses…
ESG's Early Adopters
“In emerging markets, many exchanges and regulators are setting forth enhanced standards, often aimed at bolstering shareholder protections…