CN News and Press, Xtrackers MSCI All China Equity From 02/15/23

Summary Loosening Big Tech's labor stronghold may help level the global playing field. We believe many of our international holdings will be able to capitalize on dislocated labor markets. International investing offers the opportunity to access markets with technology innovators wh...

Summary While global green bond markets saw a notable slowdown - particularly in Europe and the United States because of rising interest rate and geopolitical conflicts, China’s onshore green bond market sustained its momentum in 2022. Despite reaching the $2 trillion milestone i...

Summary America and the world keep dodging recessions, like they did last year. The IMF just raised its 2023 global growth rate projection to 2.9% (from 2.7% last October), and they raised their U.S. GDP projection from +1.0% to +1.4% now. A 1.4% growth rate is not very exciting, but it...

Summary Inflation is in fact receding, for the same basket of reasons it went up - not math, but markets. Specifically, the market of money (interest rates), the market of goods (supply chains), and the market of labor (employment). Plus, an unexpected chaser: the disruptive potential o...

Summary Since the FOMC meeting, the US dollar has enjoyed one of the strongest bounces since it topped out in late September/early October. Market positioning was part of the pre-conditions that led to the surge. Ironically, good news on the economic performances may weigh on stocks and...

Summary For global equity investors, what’s important is to identify broad trajectories of growth and inflation rates, and then to forecast turning points, or changes in those trajectories. Olga Bitel, Global Equity Strategist, and Hugo Scott‐Gall, portfolio manager and co...

Summary The Valentine’s Day inflation report is the main event of this week. Investors will pay close attention to Fed speak after the January inflation report. In the EU, central bank speak as ever remains key with President Lagarde on Wednesday the standout. GDP figures...

Summary Europe has a particularly export-oriented economy. Before the pandemic (4Q19), exports of goods and services from the euro area totaled 47.4% of nominal GDP compared to just 11.6% for U.S. exports. Moreover, China has grown in importance as a destination for European exports - s...

Summary Declines across asset classes in 2022 may be a net positive for ETFs as investors repair and retool their portfolios. Areas away from the S&P 500 are capturing flows while high yields in the Treasury market attract record-high idle cash. At the same time, advisors may re...

Summary Even amid still-elevated (though moderating) inflation levels, some economists offered cautiously optimistic global growth forecasts during last month’s World Economic Forum. While global growth may still be dampened, China’s reopening marks a notable turning point...