Market Insights - Archive

Listen to Market Insights where experts from our investment team provide their analysis of the latest investment news, economic trends and market events.

04 August 2020

China's Economy and Politics with Investment Strategist Andy Rothman

Andy Rothman provides an up-to-date analysis on China's economy and politics and shares his insights on why China is likely to be the one major economy to show growth this year.

24 July 2020

Investing in Early-Stage Companies and Disruptive Tech with Portfolio Manager Tiffany Hsiao, CFA

Innovative, early-stage companies are disrupting sectors like technology and health care. In the decades to come, Tiffany believes that some of these companies are positioned to become global leaders. She also notes that stock prices are still reasonable for long-term investors despite the recent rise in P/E ratios. 

07 July 2020

New Economy Sectors and Asia's Recovery with Portfolio Manager Michael J. Oh, CFA

Michael provides a framework for understanding the economic influence of Asia's innovative sectors and digital-forward companies—especially those in China. He also interprets recent spikes in P/E multiples and considers prospects for economic recovery in the region.

23 June 2020

Finding Opportunity in Dividend Stocks with Portfolio Manager Joyce Li, CFA

In Asia's new economy sectors, dividend-paying companies are holding up and recovering from economic shocks — especially compared to those in U.S. and Europe. Joyce also notes that corporate governance standards are improving across emerging markets and creating opportunities for investors. 

09 June 2020

Understanding China's Equity Markets with Portfolio Manager Winnie Chwang

Winnie Chwang evaluates China's economic recovery and the growing opportunity in sectors like IT and health care. She also considers implications of ongoing integration between China's on- and off-shore stock markets. 

26 May 2020

Featured guest: Andy Rothman, Investment Strategist

Investment Strategist Andy Rothman analyzes the current economic and political climate in China. He also provides an outlook for the country’s economy and U.S. – China relations.

19 May 2020

Featured guest: Shuntaro Takeuchi, Portfolio Manager

Despite reports of an economic recession in Japan, Portfolio Manager Shuntaro Takeuchi sees resilience in the country’s equity markets. He believes that COVID-19 may accelerate trends in sectors such as healthcare, technology and industrials.

12 May 2020

Featured guest: Peeyush Mittal, CFA, Portfolio Manager

Portfolio Manager Peeyush Mittal reviews India's response to COVID-19 and evaluates the country's economic outlook.

28 April 2020

Featured guest: Michael Oh, CFA, Portfolio Manager

Portfolio Manager Michael Oh discusses which countries, sectors or themes are likely to demonstrate resilience in today’s economic environment.

21 April 2020

Featured guest: Tiffany Hsiao, CFA, Portfolio Manager

Portfolio Manager Tiffany Hsiao shares her perspective on China's small cap market including the risks and opportunities for investors.

14 April 2020

Featured guest: Robert Horrocks, PhD, CIO

Join host David Dali, Head of Portfolio Strategy, for an interview with Robert Horrocks, PhD, CIO. Horrocks breaks down economic impact of COVID-19 as well as the risks and opportunities ahead for long-term investors.

07 April 2020

Featured guests: Andrew Mattock, CFA, Portfolio Manager and Hardy Zhu, Senior Research Analyst

This week's host Jeremy Murden is joined by Senior Research Analyst Hardy Zhu who discusses his experiences living in Shanghai over the past few months and how life is slowly returning to normal. He is also joined by Portfolio Manager Andrew Mattock to discuss where he is finding new investment opportunities in China.

31 March 2020

Featured guest: Sharat Shroff, CFA, Portfolio Manager

Portfolio Manager Sharat Shroff shares a perspective about how Asia›s economies, markets and sectors are adapting in today›s environment.

24 March 2020

Featured guest: Andy Rothman, Investment Strategist

Investment Strategist Andy Rothman provides an update on COVID-19 response across the globe. He also addresses the status of China›s economy and markets.

17 March 2020

Featured guest: Teresa Kong, CFA, Portfolio Manager

Portfolio Manager Teresa Kong joins Dave Dali in conversation about interest rates and fixed income markets throughout Asia.