No Need to Fear China’s Housing Crackdown

Stuart Rae and John Lin New measures to cool China’s housing market have triggered fresh volatility and stock declines across Asia. But we think the latest government moves won’t derail the long-term drivers of Chinese real estate growth.

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A Spectrum of Possibilities: The Emerging-Market Debt Tool Kit

Emerging-market debt (EMD) can be a valuable addition to a portfolio. The key is to recognize that EMD is not one homogeneous sector: it spans several sectors, each with its own set of risks and return opportunities. To select the best strategy to fit their objectives, investors need to ask a series of questions.

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Equity Markets Still Have a Lot Left in the Tank

Upbeat headlines alone don’t make the case that US equity markets will continue plowing ahead. But we think there’s plenty of evidence that 2013 could be the fifth consecutive year that equity investors climb the “wall of worry.”

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