Nov 23, 2021
China’s increase in regulations over the past year has led to market value losses of more than US$1 trillion and raised doubts about the country’s commitment to a market-based economy. Many of the regulations, however, aim to address structural issues, especially growing income inequality. As China pushes for...
Sep 27, 2021
Aug 23, 2021
Agriculture’s dual nature as an essential resource and a primary source of greenhouse gas emissions poses a unique challenge, but we believe companies that provide exposure to solutions at the intersection of food production and environmental sustainability may be rewarded by the market in the long term.
Jun 28, 2021
If inflation remains above the Fed’s 2% target through 2022 and then stabilizes at or slightly above 2% thereafter, it will mark a major turning point for interest rates.