Market Narratives Inflation volatility to drag on as world decouples into rival camps Ben Hurley August 15, 2022
Geopolitics & macroeconomics Kotkin warns of Ukraine as key geopolitical risk Amanda White March 05, 2022
Fiduciary Investors Symposium China’s uncertain direction posing problems for investors: Kotkin Meredith Booth January 21, 2022
Geopolitics & macroeconomics Biden’s win repudiates both Trump and democracy doubters: Stephen Kotkin Ben Hurley November 17, 2020
Featured Homepage Posts China consumption story trumps US trade concerns Jessica Sier September 24, 2020
Equities Rethinking China’s role in emerging market equity portfolios Laurence Parker-Brown July 14, 2020
Featured Homepage Posts Active EM managers see opportunity despite capital outflows Ben Hurley June 04, 2020
Equities Summit In e-commerce, China’s leads and the West follows: Perpetual Alice Uribe September 18, 2018
Featured Homepage Posts Bespoke approach to China pays off for First State Super Ben Hurley September 10, 2018