Managers of US large caps 2017

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Topics

White papers
Growing Pains for EM Corporates Amid China’s Regulatory Crackdown
2021-09-25T08:22:00ZBy Barings (Europe)
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education—but select opportunities are emerging as well.
White papers
The Cycle—Where Are We? Implications for Global Equity Investors
2021-09-24T14:17:00ZBy T. Rowe Price
Markets are most afraid of a Fed mistake, but we are increasingly leaning toward a “goldilocks” scenario where inflation fades and economic growth stabilizes. We continue to focus our time on finding stocks where we have an insight about improving economic returns while avoiding stocks that imply unnecessary risks.
White papers
Evergrande Crisis and Contagion Risks
2021-09-23T08:33:00ZBy Franklin Templeton Investments
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.