Executive Summary There is a widely held perception that emerging market (EM) debt growth was spread broadly across markets. The truth is that the growth in the past decade has
We have talked in the past about how global digital distribution capabilities are re-shaping the rules of economics, where supply can expand nearly instantaneously to fill a void. Nowhere is
One beneficiary of a perceived easing in the U.S.-China trade conflict: EM debt, which has rallied recently and outperformed developed market peers. We see factors further supporting EM debt from
Academics and market watchers alike have long debated the relative merits of active versus passive management. We approach the issue from the perspective of a practical investor, recognizing the need
U.S.-China trade tensions appeared to have eased and the risk of a no-deal Brexit has diminished. Can we take a break from focusing on the impact of geopolitical risks on
If you are looking to figure out the direction of the capital markets, don’t focus on the economy, focus on the credit markets, in my opinion. I know, I know.
Nearly one in six people worldwide don’t have the physical documentation they need to access healthcare, housing or to vote. But what if our identities were completely digitized and secure?
1. Silicon Valley seems to be increasingly viewing China as a laboratory for future innovation. Google established an AI lab in Beijing in 2017. In 2018, Google formed an alliance
I made a promise in my last blog post: To continue the conversation on quality stocks by delving into sector, size and cost considerations. Each of these can be subject
MLP market overview Midstream master limited partnerships (MLPs), as measured by the Alerian MLP Index (AMZ), ended September up 0.7% on a price basis and once distributions are considered. The