We have consistently been attracted to three investment themes in China—healthcare, consumer, and technology—and believe COVID-19 enhances the opportunities they present.
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The U.S. election season is in full swing, and the implications for economic growth prospects and market returns are more elusive and more profound than any market moves in the early days of November may imply.
Investors are preoccupied with inflation for good reason: It affects interest rates,...
The commitment of companies and investors to environmental, social, and governance (ESG)...
Global real-estate stocks have performed poorly given uncertainty surrounding the dependability...
Sustainable Trends Supporting China A-Shares
October 15, 2020China A-shares—the domestically listed equities of mainland Chinese companies—have been...
We believe it can be dangerous to be overly reliant on thematics when positioning portfolios....
Digital Payments Issuers Face Regulatory Risk
August 24, 2020Now that we have discussed the role merchant acquirers play in the global payments ecosystem,...
Plant-Based Protein: No Mainstream Penetration
August 13, 2020Plant-based protein is not a fad. But it likely won’t materially change the food landscape,...
Merchant acquirers—the initial gatekeepers in a digital transaction—present compelling...
As one of the few women of color in portfolio-management roles across the industry, Alaina...
Although digital payment transactions take only seconds to complete, there are different layers...