China’s Taiwan Problem is Structural, Not Cyclical
While the prevailing sentiment among investors towards China is significantly bearish, mirroring the trends observed during 2015/16, apprehensions surrounding geopolitical...read more
Expertise that empowers
Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today.
Big Thinking: こんにちは (Kon’nichiwa), Japan!
There are mounting indications that the Japanese economy is performing exceptionally and entering a virtuous cycle of income gains and...read more
Strategist’s Note – October 2023
Our thoughts on the recent terrorist attack on Israel. “We are at war”. These were the words spoken by Israel’s...read more
Weekly Updates from the CIO (10.10.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Speaker Video Series Series – Chris Simard (J.P Morgan)
Chris Simard, Executive Director, is an Investment Specialist in the Infrastructure Investments Group. In this role, he is responsible for...read more
Weekly Updates from the CIO (10.03.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Weekly Updates from the CIO (09.26.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Speaker Video Series Series – Jacques Marcireau (Rothschild)
Jacques-Aurélien joined Edmond de Rothschild Asset Management in March 2009 as portfolio manager/analyst in the Global Equity team and has...read more
Market Musings – 09.22.2023
Stay up-to-date with the latest insights from our Research Team.read more
Weekly Updates from the CIO (09.19.23)
Listen to market and economic updates, by our CIO Ahmed Riesgo.read more
Speaker Video Series Series – David Albrycht (Newfleet Asset Management)
Our Speaker Video Series series this week features the highly anticipated discussion with David Albrycht, CFA, the president and chief...read more