After talks at the G20 summit in Argentina last weekend brought a temporary truce in the China/U.S. trade wars, Charlie Awdry, China equities portfolio manager, provides an update.
Leading endowments’ emerging markets equity allocations are significantly overweight compared to other investor types. Suny Park, Chief Institutional Client Strategist, compares allocations and regional valuations, and encourages return-seeking investors to revisit their emerging markets equity allocations.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.