Discovering the Next Trillion Dollar Opportunity
Portfolio Manager Tiffany Hsiao, CFA discusses how she draws on her on-the-ground research to understand what’s going on in Asia and stay informed in all aspects of Asia’s developing economy so that she can find the world’s next trillion dollar opportunity, while they are still small and undiscovered. China's Small Companies Win Through Innovation
Global Innovations in Finance and Biotech
Jody Jonsson, equity portfolio manager at Capital Group highlights the themes, sectors and companies that have piqued her interest in today’s changing global marketplace.
How Innovation Creates Long-Term Opportunities in Asia
Asia is becoming a powerhouse of innovation in sectors ranging from biotechnology to financial services. Matthews Asia Portfolio Manager Michael Oh, CFA, explores the investment case for innovative companies serving Asia’s consumers. He also outlines a framework for finding quality growth companies. AsiaNow: The Innovation Issue
A Cashless Day in China
China's ubiquitous mobile payment systems, QR codes, ordering apps and sharing platforms have turned the smart phone into the transactional medium of choice. Julia Zhu shows how it is actually possible to navigate an entire day in China's larger cities without hard currency or plastic cards. AsiaNow: The Innovation Issue
On-the-Ground in China
Investment Strategist Andy Rothman discusses the importance understanding China's economic and political developments by performing on-the ground research in order to uncover investment opportunities in one of the world's fastest growing regions. Sinology - The World's Cheapest Stimulus China: Then and Now
Volatility Has a Silver Lining
To take advantage of increasing market volatility, investors need to be patient, defensive and flexible. Group CIO Dan Ivascyn explains.
A Look Back at 2018, and Ahead to 2019
This past year was a challenging one for investors, but Clément Gignac believes opportunity lies on the other side of recent volatility. In this video, he looks back at why markets had a difficult year, and explains why he believes EAFE and emerging market equities appear poised for a strong 2019. He also identifies key risks he’ll be monitoring, and discusses why he believes a recession is unlikely in the U.S. next year.