Global Navigator, Economist Insights Investors parse the meaning of transitory going into December Hopes that the impact of Covid’s Omicron variant will prove transitory, concern that it will not, and fears that inflation is here to stay... Dec 03, 2021
Papers China Evergrande – Fixed on its fate The fate of China’s Evergrande, the second-largest developer in China by sales, could have a knock-on effect on China’s real estate sector and the... Nov 22, 2021
Global Navigator, Economist Insights Earnings and inflation both roar in early November From a fund flow perspective, the week ending Nov. 10 saw groups and themes that have fared well for most of 2021 continue to attract fresh money.... Nov 12, 2021
Global Navigator, Economist Insights Dealing with inflated expectations Expectations for economic growth, US job creation and the transitory nature of inflation all took a knock during the second week of October as... Oct 14, 2021
Global Navigator, Economist Insights Caution reigns in early October The first week of October saw US lawmakers sparring over the country’s debt ceiling, authorities in China scrambling to limit the wider damage... Oct 07, 2021
Global Navigator, Economist Insights ESG sounds good, but what does success look like? Going into the final days of July, the Equity and Bond Funds with socially responsible (SRI) or environmental, social and governance (ESG) mandates... Aug 05, 2021