International
Stay up to date on commentary related specifically to international markets.
What Happened to ESG Stocks?
Investments in alternative energy have become unattractive due to higher interest rates, not changes in government policies, adoption or pricing of green technologies.
Conflict in the Middle East
Current hostilities in the Middle East have been met with a relatively calm market reaction thus far, although market risk remains should war threaten global recession.
Europe Sentiment: So Bad It's Good
Changes in sentiment may drive the performance of the eurozone equity markets, even with disappointing economic data.
China: Contagion or Contained?
China's economy may have spillover effects on global economic and earnings growth, but it's unlikely to lead to global financial contagion and send stock markets materially lower.
4 Ways to Invest Internationally
Foreign stocks are again competitive with their domestic counterparts. Here are four ways to gain exposure.
Investing in Artificial Intelligence (AI)
As businesses worldwide adopt the technology, the innovation of AI may result in market leadership changes, global economic growth, and investor opportunities.
Chinese Buyers' Impact on the Global Luxury Market
China's high-end consumers once dominated spending for luxury products. How quickly they return could shape industry's outlook and provide hints into China's recovery.
Divergence: Rate Cuts, Pauses, and Hikes
Central bank policies are set to diverge from the steady hikes characterizing the first half of 2023, contributing to increased market volatility for the remainder of the year.
El Niño Could Bring Storms to the Markets
A high probability for an El Niño event in the second half of 2023 brings concerns of extreme weather, persistent inflation, supply chain disruptions, and market volatility.
India: On the Rise?
India's growth initiatives and demographics may help its economy continue to advance; its stocks seem to have priced in high expectations for the world's fifth-largest economy.