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Ideas & Insights



What’s going on with China Evergrande Group?

Investors question whether the potential collapse of China’s heavily-indebted real estate developer is China’s “Lehman Brothers moment.”

  • Vasko, CFA, Derek
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Monthly Market Commentary

Optimism abounds

While we are constructive on near-term markets, we will focus on the rebound in business activity following progress with the vaccine.

White Paper

2021 outlook: Poised for growth

While global economic activity increased in late 2020, the pace of recovery may be poised to moderate sequentially.

Monthly Market Commentary

A “Glass Half Full” Market

November displayed the forward-looking nature of markets as global equities reacted positively that a vaccine may be distributed in 2021.