International
Stay up to date on commentary related specifically to international markets.
Is India's Economy on the Rise?
India's prospects are bright, but the country faces significant headwinds. Here's what to know as an investor.
Japan's Long Comeback
The second-largest stock market has captured the interest of investors, supported by stronger, more broad-based earnings, and incentivized by Japan's fiscal and monetary policies.
Simple Indicators in a Complicated World
Market folklore provides an easy, but inaccurate guide for investing in today's interconnected and complex market. Indicators based on economic or market behavior may be preferred.
Geopolitical Risk: Is the Bark Worse than the Bite?
Global hotspots are constantly generating headlines. But investors need a balanced perspective, or they could miss out on potentially strong performance in international markets.
Count Down to Rate Cuts (and Hikes)
Market expectations have established a high bar for central banks' rate cuts. Any disappointment like stronger inflation or economic growth could spark market volatility.
The Global Impact of Taiwan's Election
The election outcome is unlikely to change the status quo for the Taiwan Strait, U.S.-China relations, or global markets which have seemed to price in geopolitical risk.
Top 5 Global Risks of 2024
There are many risks for 2024 including those that are an ever-present part of investing and not unique to the outlook for any particular year. We've highlighted our top five.
2024 Global Outlook: The Big Picture
Our outlook for 2024 is for a gradual U-shaped recovery composed of seemingly chaotic movements in economic data with turning points in policy rates and earnings growth.
Is China Investable?
Reasons prompting concern around investing in China may be improving, but volatility is likely to remain characteristic of Chinese stocks in 2024.
Bank of Japan: End of an Era?
Policy changes at the Bank of Japan could potentially reverse capital flows, shift global yields higher, contribute to a stronger yen, and increase the value of Japanese stocks.