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Explore topics of long-term importance that shape our perspectives
Emerging Markets Macro Outlook
In 2021, we expect a recovery given continued policy and monetary support.
28 Jan, 2021 ∙ 6 Min Read
Long-term Investing Macro Outlook
COVID-19 has accelerated shifts that could shape the global investment landscape going forward. We examine 4 key shifts here.
21 Dec, 2020 ∙ 3 Min Read
Long-term Investing Macro Outlook
The global community is facing an unprecedented combination of a public health crisis, an economic crisis and financial turmoil all at once.
28 Jul, 2020 ∙ 13 Min Read
Companies need to adjust to the reality of a fundamentally different US-China relationship.
18 Nov, 2019 ∙ 8 Min Read
As uncertainty persists, investors must be prepared for any one of multiple, disparate futures.
18 Nov, 2019 ∙ 7 Min Read
“Lower for longer” interest rates have produced distorting effects.
28 Oct, 2019 ∙ 1 Min Read
Long-term Investing Macro Outlook
Do not confuse a low-volatility environment with a low-risk one.
10 Jul, 2017 ∙ 6 Min Read
Long-term Investing Macro Outlook
Focus on a long-term, diversified, and relatively conservative portfolio.
28 Jul, 2016 ∙ Min Read
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