CAPITAL IDEAS^TM

Emerging markets

World Markets Review

Rate cuts fuel market rally: Q3 roundup
Emerging Markets

Friendshoring brings industrial-sized investment opportunity
World Markets Review

Markets rally on rate cut expectations: Q4 roundup
India

Will India be the breakout emerging market this decade?
Emerging Markets

Nearshoring: Wall Street buzzword or structural tailwind?
Global Equities

Multinational companies can thrive in tough times
Trade

Reshoring supply chains: What does it mean for investors?
Fixed Income

2023 Outlook: Emerging market local currency yields offer protection in volatile conditions
China

My investment lessons from 40 years in China

Steve Watson
China

How to think about investing in China today
Fixed Income

Capital Ideas - 2022 Fixed Income Outlook with Peter Becker

Peter Becker
Equity

Capital Ideas - Equity Outlook for 2022 with Julie Dickson

Julie Dickson
China

How demographic challenges are shaping the China investment story

Andrew Lee
Emerging Markets

Emerging markets debt outlook: What will 2021 bring?