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Will Infrastructure Spending Impact Chinese Stocks?

An infrastructure package would cast a wide net across the U.S. markets. Will it affect investments beyond our shores? Chief Investment Officer Jim Lowell delved into the wide-ranging impact of infrastructure spending in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy the excerpt …

Your Question Answered: Investing in China—Risk or Opportunity?

This week’s reader question is about investing in China: What is your outlook on China and is this an area of opportunity for equity investors? What are the risks and how are you factoring China’s evolving regulatory and control policies (toward its companies) into your outlook? An astute question, thoughtfully worded. …