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Outlooks

Outlooks provide a forward-looking view, over the short, medium, and/or long term, of asset classes, sectors, regions, or countries from the view of our Portfolio Managers

Latest News and Analysis

Independent research is essential to our approach to investing. We are pleased to share our investment viewpoints, research, and updates on a timely basis with our clients through print and digital media Independent research is essential to our approach to investing. We are pleased to share our investment viewpoints, research, and updates on a timely basis with our 

Australia

Climate change & Australian economy

March 2020

by Michael Dell

   The first wave of urbanization in China played no small role in the country’s economic transformation over the past four decades. As rural populations migrated to cities, manufacturing centers followed behind, increasing China’s opportunities in global supply chains, boosting productivity and spurring the country’s middle class

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China

China Supercities and next Era of Urban Growth 

March 2020

by Robin Xing

Independent research is essential to our approach to investing. We are pleased to share our investment viewpoints, research, and updates on a timely basis with our clients through print and digital media Independent research is essential to our approach to investing. We are pleased to share our investment viewpoints, research, and updates on a timely basis with our 

US

US in the land of FED low rates 

March 2020

by Michael Dell

Independent research is essential to our approach to investing. We are pleased to share our investment viewpoints, research, and updates on a timely basis with our clients through print and digital media Independent research is essential to our approach to investing. We are pleased to share our investment viewpoints, research, and updates on a timely basis with our 

EU

Chinese Economy slow down Q1 2020

March 2020

by Michael Dell

Global Research takes a diverging view from the market consensus across dozens of areas, from secular themes to regional economic outlooks. Here are seven highlights for 2020

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Global

7 Ideas That Could Add Alpha in 2020

March 2020

by Michael Dell

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