Although recent news out of China has understandably unsettled the markets, we don’t think it changes the long-term investment case. Volatility goes hand in hand with China’s higher long-term return potential. Understanding the dynamics at play can help make these changes easier to take in stride.
The US experienced its worst recorded drought in decades this summer. At its height, the unprecedented aridity extended across more than two-thirds of the continental area of the United States, with its most severe manifestations in the Southwest, but also extending to Oregon, Washington and North Dakota.
Many commentators expect the recent rise in inflation to be transitory, but a longer-term reflationary trend – or an increase in inflation expectations – cannot be ruled out. Against this backdrop, private-markets assets have a range of characteristics that could help investors hedge against – and even benefit from – any sustained return to inflation.
Rising prices for goods and services are one of the biggest risks for investors in conventional government bonds. But there are ways for active managers to generate positive returns from rising – and falling – inflati
With low rates to the left of them, inflation concerns to the right, investors may feel stuck in the middle as they seek to protect and enhance their savings. How should they rethink portfolios to keep pace?
China’s bond markets have historically been underutilised by many foreign investors, but things are changing. Steady reforms, an increasingly internationalised currency and attractive yields are resulting in increased inflows. Read these nine tips to understand the essentials of investing in China’s fixed-income marketplace.
Once largely out of reach to foreign investors, China’s equity markets have opened up as the country’s economy transforms. From Shenzhen and Hong Kong listings to the Nasdaq-like STAR board, Chinese companies are attracting significant investor capital. Here’s what you need to know.