Globalization
The regulatory environment outside the United States is more conducive to the proliferation of disruptive business models, and,...
The world is not just being recreated click-by-click instead of brick-by-brick; it’s being reimagined. In the second installment...
Our total equity exposure is currently a bit above our long-term expected average, reflecting our view that a...
As the 2020 U.S. election cycle finally comes to a close (only a 2020 election cycle could extend...
Patrick Foulis, business affairs editor for The Economist, discusses the top global economic trends to watch and gives...
When thinking about technology, asset managers and asset owners have similar concerns and opportunities—both when investing in it...
Ongoing tariff negotiations are shifting short-term economic winners and losers, and perhaps even changing the long-term pace and/or...
Technological disruption is facilitating globalization by changing how economies work and how businesses function. It is also changing...
As a manager of a global equity strategy, I am often asked if globalization has peaked. It’s a...
GICS Reclassification: Impact on Emerging Market Investors