Tag Archives: China

Emerging Markets: Smog on the Horizon?

Few would claim that the past few years have been good for emerging-market investors. But market cycles by their nature turn, and in a recent interview, Mauro Ratto, Head of Emerging Markets, and Qinwei Wang, Macroeconomist China, argue that this difficult period … Continue reading

Posted in Emerging Markets, Industry Insights, Markets | Tagged , , , , , , , , , , | Leave a comment

Addressing Investor Concerns: Is China Just Kicking the Can Down the Road?

Volatility in Chinese equity markets has calmed down since the March peak, but for investors a key question remains:  Is it a temporary pause or the calm before a storm? Many investors are under the impression that China is just … Continue reading

Posted in Economy, Industry Insights, Markets | Tagged , , , | Leave a comment

Is the Turnaround of China’s Economy Real?

Despite strong concerns at the start of the year, we believe that overall economic conditions are stabilizing, backed by a more aggressive policy stance, better fiscal supports, recovery of the real estate sector and credit growth, while consumers and the … Continue reading

Posted in Economy, Markets | Tagged , , , | Leave a comment

Geopolitical Trends Shaping the Investment Landscape Part 2

We are pleased to welcome once again Dr. Robert Wescott, President of Keybridge Research and a long-time adviser to Pioneer, as a guest contributor. Dr. Wescott  attended our recent Macro Advisory Forum, chaired by Giordano Lombardo, CEO and Group CIO, discussing how geopolitical … Continue reading

Posted in Economy, Industry Insights | Tagged , , , , , , , , , | Leave a comment

Turbulent Start to 2016

Equities are having one of their worst Januarys in history.[1]  There are a number of factors contributing to this increased market volatility, including: Steep declines in commodity prices, which are causing an increase in credit defaults and are having a … Continue reading

Posted in Economy, Industry Insights, Markets | Tagged , , , | Leave a comment