What’s Driving U.S. Dollar Strength?

Olga Bitel, Partner
Global Equity

As of mid-October, the U.S. dollar was trading at levels not seen since the early 2000s, when the U.S. Federal Reserve (Fed), under then-chairman Alan Greenspan, was raising interest rates to respond to a rapidly...

China: 5 Questions

Vivian Lin Thurston, CFA, Partner
Global Equity

China’s future growth is uncertain amid risks stemming from domestic issues (structural, economic, and societal), increased tensions with the United States, and deglobalization. And that has investors wondering about the outlook for Chinese equities. Here...

5 Growth Opportunities in India

Casey Preyss, CFA, Partner
Global Equity

From the war in Ukraine to rising interest rates and commodity prices, the investment landscape for emerging markets has been stormy in 2022. But that does not mean there’s a shortage of long-term opportunities for...

3 Changes in Brazilian Financials

Esteban Gonzalez Rosell
Global Equity

On a recent trip to Sao Paulo, Brazil, in June, I met with a wide range of financial companies—some venture-stage, private-equity-funded start-ups and some older, listed incumbents. They included merchant acquirers, software providers, credit card...

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