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Market Insights 

Read timely and insightful commentary on the market and the economy from our deep lineup of talented portfolio managers, product specialists and thought leaders.
Neil Dwane

Leap Forward: China's Next Four Modernizations


As President Xi Jinping considers China’s next Five Year Plan, perhaps he will put his own twist on a predecessor’s strategy and look to strengthen China in four key areas: agriculture, industry, defense, and science & technology.

William Russell

Investor Implications of China as an Asset Class


With new reforms opening up China's already massive equity and bond markets to outsiders, it may need to be considered an asset class in its own right. William Russell says its high time investors rethink how they go about accessing the region.

Neil Dwane

Is Trump's 'Red Meat' the Right Long-Term Diet?

Neil Dwane's Perspective


Within hours of taking office, President Trump began issuing executive orders to fulfill campaign promises. But if he really wants to "make America great again," Neil Dwane asks: Will Trump address long-term structural problems that sorely need fixing?

Hans Jörg Naumer

Active Investors Thrive on Creative Destruction


As disruption factors into investment decisions in this post-election period, Hans-Jörg Naumer reminds us of the "creative power of destruction." This is precisely the environment where active investors can apply their skills and sort out the winners.

David Tan

China's Open Bond Markets Lift Investor Interest


Regulators and policymakers in China have been enticing foreign investors with easier access to its bond markets—and our Asia-Pacific Fixed-Income CIO David Tan says it's working. Of particular interest are green bonds.

Raymond Chan

Extracting Alpha from China’s Equity Markets


Investors fixated on China's macro issues could miss the bottom-up opportunities in a market with more listed companies than the US, says our Asia-Pacific equities CIO. Rewards abound for investors who grasp the size and subtleties of fast-changing China.

Stefan Rondorf

3 Top-Down Drivers of Growth-Value Rotations


After years of playing catch-up to growth stocks, value experienced a reversal of fortune in 2016 as previously unloved sectors went on to outperform. In anticipating sudden style rotations like this, Stefan Rondorf keeps the focus on three main things.

Franck Dixmier

Facing a Tricky Situation, Fed Must Communicate Clearly


While the FOMC isn't expected to raise rates at its next meeting, the markets may be underestimating the future pace of rate hikes. Franck Dixmier says the Fed should clarify its intentions, particularly as Trump assumes the presidency.

Hans Jorg Naumer

Dividend Strategies Drawing Increased Attention


In today's low-yield environment, Hans-Jörg Naumer says dividend strategies can be a key performance driver for investors' portfolios—and they can play a role as an anchor of stability amid increased market volatility.

Neil Dwane

Positioning Portfolios for Political Shifts and a Changing China


In his roundup of our latest Investment Forum, Neil Dwane highlights critical market drivers—including China’s growing role in global indices, Trump’s disruption of the status quo, Europe’s super-election cycle and the "hunt for income" going global.

Peter Lefkin

President Trump: A Preview of the First 100 Days

Inside the Beltway


At the outset of his presidency, Donald Trump is facing the most scrutinized first 100 days in the history of the office. In a time that will set the tone for the next four years, Peter Lefkin previews the hot-button issues confronting the new president.

Franck Dixmier

Weak Inflation Should Prompt ECB to Hold Fast


Don't expect the European Central Bank to announce any major policy change at its January 19 meeting, says Franck Dixmier. While neither inflation nor job growth are strong enough to change course right now, the ECB may soon reach its limits.

Neil Dwane

Will Donald Trumpism Bury Davos Elitism?


Neil Dwane says the rumbling heard by politicians and power-brokers at the World Economic Forum in Davos comes from a new political avalanche of populism—one that threatens to sweep away pro-globalization sentiment and change the investment landscape.

Project M

When Early Retirement Comes Too Soon


Policy makers and workers alike are open to extending the retirement age past the traditional 65. Despite their willingness to keep on working, however, Project M finds that many people end up leaving the workforce way too soon.

Neil Dwane

5 Good & 5 Bad Scenarios for Investors in 2017


Peering into the next 12 months, Neil Dwane looks at how 10 hypothetical events—including a "soft Brexit", the rise of "green bonds" and a Le Pen victory in France—could affect economies and markets around the world.


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