3 Points About China

Vivian Lin Thurston, CFA, Partner
Global Equity

Clamping down on China has become a bipartisan effort in the United States, but I believe an outright conflict between China and Taiwan is a low-probability (albeit high-impact) event—and I remain constructive on the bottom-up,...

A New Era of Investing Dawns

Ken McAtamney, Partner
Global Equity

As we settle into the first quarter of 2023, it’s worth discussing the current cycle and the implications for markets in 2023—but the bigger issue is the developing likelihood we have begun to shift into...

Outlook 2023: Better Than Feared

Olga Bitel, Partner
Global Equity

As we look out to 2023, the U.S. Federal Reserve (Fed) has reached its “neutral” monetary policy stance, and the European Central Bank (ECB) is not far behind. Europe has moved fast to secure fossil...

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...

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