International equities
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Why the structural growth equity market may continue
Despite a recent equity-style rotation toward value stocks, the catalysts that supported growth over most of the past 10 years remain intact—and may have been strengthened by the pandemic.
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Quality growth investing amid inflation and rising rates
With the outlook for global economic growth recently moderating, we believe it’s critical to keep a global growth equities portfolio well balanced.
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Sustainable investing—a thematic approach to today’s environmental issues
Three enduring characteristics of global environmental change provide abundant opportunities for a thematic investing approach focused on companies at the forefront of this change.
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How Chinese equities could rebound in 2022 from their recent slump
We have a bright outlook for Chinese equities entering 2022, as we believe the regulatory and monetary policy headwinds that weighed on the asset class in 2021 are likely to shift in a more favorable direction.
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Is the China stock sell-off cause for concern?
Chinese equities have come under pressure recently amid a major regulatory crackdown on education and technology stocks.
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Planetary Boundaries: measuring the business world’s environmental footprint
How do you measure the environmental impact of a sustainable investing portfolio? A framework called Planetary Boundaries attempts to do just that.
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Three recent market reversals and what they mean for shareholder yield strategies
Changing equity markets have turned headwinds into tailwinds for shareholder yield strategies, which seek to capture dividends, share buybacks, and debt repayments.
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Tech and the consumer have reshaped today’s emerging markets
Today’s tech- and consumer-oriented emerging markets are vastly different from what they were just 10 years ago—a transformation that’s opened new investment opportunities.
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Where to focus in 2021—a year of recovery across emerging markets
The 2020 momentum that propelled emerging-market stocks in industries such as e-commerce, cloud computing, and other new economy segments could extend well beyond 2021.
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Thematic investing acceleration in 2021
As 2021 gets under way, U.S. policy proposals may gradually reshape the investment landscape. We explore potential scenarios for transformational change, as well as some enduring trends that may accelerate in the year ahead.
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