Market commentary and strategic analysis by institutional portfolio managers in our Investment Management group.
Papers and Videos
Supply and Demand Dynamics of the Global Semiconductor Industry
Semiconductor supply and demand dynamics are changing, says our Jay Kannan, CFA, on a research trip to Taiwan.Read more
China: A Deeper Look—Economic System
China’s economic system is unique. Learn about the pivotal market reforms that continue to impact China’s economy today.Read more
China: A Deeper Look—Political and Governance System
To better understand this complex structure, it is critical to look beyond the headlines.Read more
China: A Deeper Look—Society and Foreign Policy
Gain insights on the complex values, challenges, and perspectives that shape China’s society and foreign policy.Read more
Emerging Markets—Beyond China
Beyond China, we believe emerging markets may offer an attractive and differentiated opportunity set.Read more
India’s Emerging Direct-to-Consumer Market
The emergence of digital-first, direct-to-consumer brands is an exciting investing trend in India.Read more
India’s Point-of-Sale Network Offers Competitive Advantage
Point-of-sale networks are a huge competitive advantage for many different companies in India’s economy.Read more
Digitalization Creates Opportunity in India
The adoption of digital tools and infrastructure among consumers and businesses is creating unique investment-related opportunities in India.Read more
What’s Driving Consumption Trends in India?
A growing population combined with increasing household income are driving current consumption trends in India.Read more
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