Where Chinese Equities Go, EM Stocks Will Follow (Fidelity Investments)
A potential outperformance for the Chinese equity market in the quarters ahead could reward investors who…
Stocks and Sectors Outlook
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Drugs over Diet: Recent Advances in the Weight Loss Drug Category (MFS)
We provide a high-level overview of recent developments in the weight loss drug category and explore how they may…
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Third Time Not Lucky (BNP Paribas AM)
Hopes that higher U.S. inflation in January and February would prove to be transient were thwarted as consumer…
Why Everyone’s Talking about… Market Bubbles (Natixis IM)
Market bubbles are typically driven by unrealistic valuations and speculative activity. The question of whether we…
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Stocks and Sectors Under the Spotlight
Morningstar argued in a recent article that the U.S. equity market may not be too expensive...
What Now For Equity Investors?
With the U.S. equity market staying at elevated levels and the Chinese stocks seemingly entering a…
Charts of the Month - January 2024
This edition of the Chart Pack provides allocators with three stories that have...