Europe: Out of the Frying Pan and Into the Fire?
Europe: Out Of the Frying Pan and Into the Fire? So far this year, European equities have outperformed U.S. equities, with MSCI Europe up nearly 18% in dollar terms, the Euro Stoxx 50 up 20%, and the DAX up an incredible 28% in dollar terms. Is this the start of a new era for the […]
Demographic Shifts: How Aging Economies Impact Emerging Market Asset Prices
Perspective by: Jason Hsu, Founder & CIO at Rayliant Global Advisors / Portfolio Manager for $RAYC, $RAYE, $RAYD, and $RAYJ / East West Bank Chief Economist Famed French sociologist and philosopher Auguste Comte said that demography is destiny. Indeed, aging demographics are one of the most predictable macro challenges for humanity—the ultimate slow-motion train wreck. The world […]