Market Momentum Dominates Headlines

Ken McAtamney, Partner
Global Equity

Dominating headlines in the second quarter was the market momentum in the United States, which was largely driven by mega-cap technology amid enthusiasm around artificial intelligence (AI). While outperformance in the United States was narrowly...

Understanding China: Society and Foreign Policy

Sophie Gao, CFA
Global Equity

Today, ancient ideologies continue to shape the goals and principles of China’s society and foreign policy. But as China grapples with shifting demographics, cultural and generational clashes, and a slowdown in economic growth, will Chinese...

Understanding China: Economic System

Evelyn Kong, CFA
Global Equity

China’s share of global gross domestic product (GDP) shrank to just 5% in 1978, but a series of market reforms supercharged the country’s economic growth. Today, China is the world’s second largest economic power and...

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