China

FIS Digital – May 2021

Accessing the new economy the key to emerging markets growth

Investors need to ensure they are accessing the new economy if they are to benefit from the growth story that drives emerging markets returns. Investors at the Fiduciary Investors Symposium talk about how they allocate to emerging markets.

Sarah RundellJune 3, 2021

Asset Allocation

Biases: COVID-19 vaccines and investing in China

Liang Yin from the Thinking Ahead Institute examines omission bias as an explanation for vaccine resistance, and underweighting investments to China. He suggests a framework for overcoming this bias.

Liang YinMay 27, 2021

Investor Profile

Debt concerns drive Ohio allocations

Farouki Majeed is worried about the future. His concerns are centred around the implications of the enormous US federal debt; the global competitiveness of the US and Chinese economies; inflation; and the potential erosion of the value of the US dollar.

Amanda WhiteApril 21, 2021

Sustainability

China needs to play TCFD catch up

To meet China's net zero pledge, the world’s largest emitter of CO2 will need to radically reshape its entire economy to stand any chance of reaching this target. The financial sector will be a crucial part of this transformation.

Antigone TheodorouNovember 3, 2020

FIS Digital – June 2020

China’s growth conundrum: Debt vs GDP

Understanding the two policy making camps in China - one which is concerned about debt and one which is worried about a slowdown in growth - is key to understanding China's position in the global economy, says professor of finance at Peking University, Michael Pettis.

Sarah RundellJuly 1, 2020

FIS Digital – June 2020

Emerging economies: Rich opportunities

Investment opportunities in emerging markets include high yields on local government debt and cheap currencies, while China's Renminbi has proven its resilience and is now considered a safe asset currency according to chief economist at Pictet Asset Management, Patrick Zweifel.

Sarah RundellJuly 1, 2020

FIS Digital – May 2021

Accessing the new economy the key to emerging markets growth

Asset Allocation

Biases: COVID-19 vaccines and investing in China

Investor Profile

Debt concerns drive Ohio allocations

Sustainability

China needs to play TCFD catch up

FIS Digital – June 2020

China’s growth conundrum: Debt vs GDP

FIS Digital – June 2020

Emerging economies: Rich opportunities

Canada Pension Plan Investment Board (CPP Investments)

Norges Bank Investment Management

Healthcare of Ontario Pension Plan (HOOPP)

Subscribe now to