Asian markets in 2025: headwinds or tailwinds?
Cameron Robertson talks valuations, Chinese stimulus and Asia in the age of President Trump.
Is the dragon turning?
Chinese shares soared after the latest stimulus package. Co-CIO Andrew Clifford explains why.
Video – Impressive Opportunities Abound Across Asia
The Chinese equity market has bounced strongly in recent months, and while we continue to find...
A Postcard from NYC: Pets, Pools and Price Increases
The shift in work and home dynamics since the onset of the pandemic has been a boon for consumer...
The Paradox of Cycles
Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice...
Video – Defensive Stocks Not So Defensive After All?
US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of...
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