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Macro Environment for Real Estate
U.S. Consumer Economist and Managing Director, Paula Campbell Roberts,...
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Sep 07, 2016
Time to Focus: Five Key Investment Themes
Rising macroeconomic and geopolitical tensions are creating both opportunities and risks for global investors across the entire global capital mark....
May 10, 2016
China: Mounting Macro Paradox
A recent visit to China gives us more assurance that there is a base rate of economic growth that the government — using a variety of monetary an....
Mar 08, 2016
Spotlighting 2016’s Great Debates
Despite the recent sell-off in risk assets, we still do not think that 2016 is the time to lean in. Our base case is that the investment climate re....
Feb 24, 2015
China’s Rebalancing Effort: Will It Be Enough?
Over the past 10 years, China has been the fastest growing major economy in the world. It has also had among the worst stock market returns a....
Feb 20, 2014
China: Repositioning Now Required
The Chinese economy is still undergoing a significant transition, including its diminishing role as the low cost “manufacturer to the world.” As s....
Apr 09, 2013
China in Transition
From almost any vantage point, it appears that China is at somewhat of an inflection point in its rich cultural and economic history. The government, ....
