Q3 2020 Asset Class Update
As we hurtle through the final quarter of a very strange year, how are surging cases of COVID-19, rising political uncertainty, and major shifts in economic policy impacting investors and markets?
Should Investors Allocate More to China A Shares?
Despite the staggering size and growth of China’s economy, Chinese stocks occupy a surprisingly small place in most investors’ portfolios. Dr. Phil Wool takes an evidence-based look at common arguments for and against a greater allocation to the world’s second-largest stock market.
Understanding China’s 2020 Stock Market Rally in Eight Charts
As growth stocks in China continue an extraordinary run, we examine data on the A shares rally in the form of eight charts to answer the question: Is there a bubble in China’s market?
Q2 2020 Asset Class Update
Markets have staged a remarkable recovery since their March lows. Now all eyes are on the global economy to catch up. With the virus under control and borders reopened last month, Europe should see economic activity pick up.
Q1 2020 Asset Class Update
What will the post COVID-19 world look like? Pre-pandemic trends combined with large fiscal stimuli, increasing efficiency by working from home and many other factors will shape what changes lie ahead.
Going Local: Developing a Quant Approach Specific to Emerging Markets
In this Q&A, Phillip Wool explains how local fundamental insights work to enhance the standard quant investing approach.
Q4 2019 Asset Class Update
The US-China trade war, low interest rates, taxing US tech giants… Read all about it in our newly released quarterly commentary – including how the year-end snowy heights came straight at equity investors in a truly monster Santa Rally.
Don’t Quarantine Your Portfolio: Chinese Stocks’ Reaction to Coronavirus
Not all investors are immune to fears caused by the coronavirus, and the market’s reaction need not be rational. Our CIO Jason Hsu and Head of Investment Solutions Phillip Wool share their analysis on Chinese stocks’ response in the initial weeks of the outbreak.
Searching for the Smart Money in China A Shares
The experience of some of the most efficient investors in China’s A shares lends a view into unlocking alpha in one of the world’s most inefficient markets.
Q3 2019 Asset Class Update
Brexit, HK, Middle East, Trade Wars: Markets are being better behaved than the politicians.