Where will China’s economy go from here?

August 25, 2022 |Jasmine Duan

Domestic and geopolitical headwinds are testing China’s recovery momentum. We assess key issues and implications for equity investors.

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What happened to the “summer doldrums?”

August 19, 2022 |Kelly Bogdanova

We assess the market’s prospects in light of the recent atypical summer rally.

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Summer events shaping the outlook for the UK and Europe

August 11, 2022 |Frédérique Carrier

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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As earnings go, so goes the market

August 05, 2022 |Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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How might markets handle rising geopolitical heat?

August 04, 2022 |Kelly Bogdanova

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

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