Stressed? A Low Volatility Strategy May Help
At Crossroads, China’s Reforms Stall
In Choppy Markets, Consider Casting a Wider Net
The Building Blocks of Investing Nirvana
South Africa: Democracy Delivers
Are State and Local Governments Ready for an Economic Slump?
China’s Growth: Warning Signs Increase

China’s Growth: Warning Signs Increase

by Anthony Chan

China’s July economic activity data was alarmingly sluggish—reinforcing our cautious view on China’s growth. For investors who think the Chinese economy is stabilizing, July’s warning signals may serve as a wake-up call and, we believe, could trigger a repricing of China risk.

Economics, Emerging Markets

Fundamentals over Factors in Equity Investing
Japan’s Policy Moves May Yet Pack a Punch
Emerging-Market Benchmarks Miss the Mark
Gained in Translation: How to Turn Negative Yields Positive
Emerging Markets Ripen for Multi-Asset Investors
Avoiding the Traffic Jam in High-Dividend Stocks
The Death of Alternatives Has Been Greatly Exaggerated
“Co-Fiduciary” Could Make DC Plan Sponsors “Co-Defendants”
Look Beyond the GAAP

Look Beyond the GAAP

by Joseph G. Paul

Is the rising tide of US companies touting adjusted (or non-GAAP) earnings in recent quarters a danger for equity investors? Not necessarily. You’ve got to dive deeper into the details.


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