U.S. Election
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...
We recently updated our Asia Game Theater—which helps guide our understanding of security and trade-related issues within the...
The U.S. election season is in full swing, and the implications for economic growth prospects and market returns...
As we approach Election Day in the United States, polls and betting markets have seen some movement but...
It’s often said that “we live in interesting times,” and that phrase certainly applies today. A U.S. presidential...
With fewer than 100 days until the U.S. presidential election, prediction markets currently give Joe Biden a 60%...
Populism was one of the biggest market influences in 2016, with Brexit and Donald Trump’s election front and...
The threat posed by global populism is the biggest macro risk facing investors—even greater than global growth stalling—Tom...
GICS Reclassification: Impact on Emerging Market Investors