International
Stay up to date on commentary related specifically to international markets.
Q2 Surprises and What Could Surprise in Q3
Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.
How Much "Tech" Do You Own?
Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.
Election Risk Returns
A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.
Emerging Market Contrasts: China and India
The two largest emerging markets have taken very different paths, echoing the divergence in the economic and demographic landscape for these two countries.
The Recession Has Ended
Europe's mild recession is over, with growth expected to continue. Valuations for eurozone stocks remain attractive, offering the potential for further price appreciation.
Declaring Independence From the U.S.
Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.
Earnings Season May Bring Changes
Earnings growth, a driver of long-term stock market performance, seems to be expanding beyond a handful of U.S. equities, supporting more broad-based market performance.
What Could Turn China Around?
Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?
2024 Elections: What Are the Trade Risks?
Global elections may lean towards nationalist policies that could hinder trade in goods via tariffs, but also boost growth in domestic industries to counter inflationary effects.
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.