Matthews Asia

Portfolio Manager Michael Oh explores how humanoid robots may reshape the labor landscape and the manufacturing shifts taking place in Asia.

In partnership with San Francisco Baykeeper, and under sunny skies cooled by refreshing ocean 🌊 breezes, a team of dedicated Matthews volunteers made an impact at India Basin Shoreline Park! We collected over 230 lbs of trash – from dozens of glass beer bottles to old, discarded tires, and even tiny plastic beads scattered across the lawn. No piece of litter was too big or too small for our hardworking team! A huge thank you to our volunteers for keeping our beautiful San Francisco waterfront clean and healthy. #SFBaykeeper #Sustainability #Community

While recent policy adjustments signal progress, China Strategist Andy Rothman argues that Xi must further restore confidence among China’s entrepreneurs and consumers to unlock the China’s growth potential. Will Xi overcome his stubbornness and make the necessary changes?

Portfolio Manager Michael Oh explores how Taiwan has fueled the AI boom 💥 and why the region continues to be a leader in tech manufacturing. #ai

Portfolio Manager Andrew Mattock, CFA, unpacks China’s stimulus measures and their ripple effects on its economy and equity markets. Amidst rising consumer woes and real estate pressures, can these strategies reignite growth? https://lnkd.in/gUkdxcDX

When evaluating ETF liquidity, many investors focus solely on average daily volume as a key indicator. True ETF liquidity goes deeper—into the underlying basket of securities. Implied liquidity gives a clearer picture by extrapolating how many ETF shares can be traded based on the underlying assets. The real takeaway? ETF liquidity is far greater than just what's traded on exchanges. Head of ETF Capital Markets Michael Barrer discusses how you can unlock an ETF’s full liquidity potential. #activeetfs #etfs https://lnkd.in/e-QuZYU7

At FT Live's Future of Asset Management North America conference this week, industry visionaries gathered to explore the evolving landscape of asset management and how to uncover new growth opportunities. Matthews Asia’s Head of ETF Capital Markets Michael Barrer took the stage on a panel to discuss the rise of mutual funds-to-ETF conversions, highlighting the driving forces behind the booming growth of active ETFs. #FTFOAM #etfs

Chief Investment Officer Sean Taylor provides his insights on how the Fed’s rate cut may affect emerging economies, how it impacts portfolio allocations and the sectors he believes are poised for growth amid this shift. #ratecut #emergingmarkets

Chief Investment Officer Sean Taylor emphasizes that while the Fed's anticipated rate cuts mark a crucial moment, it's the long-term trajectory of global rate cycles that truly impacts emerging markets. Get his perspective on what really matters for emerging markets at the start of rate cuts. 

Head of Portfolio Strategy David Dali spoke on a panel of industry experts at Portfolio Summits' Colorado RIA Summit, sharing insights on global market outlooks and opportunities. They provided their perspectives on evolving markets, interest rates, earnings volatility and how to optimize client portfolios in response to current macroeconomic developments. #portfoliosummits #coriasummit