International Investing

International Investing content

Bond Insights

We believe it can, at least in the short term.
Market Commentary

Supply chain issues are worsening, increasing the risk to sales, production, and inflation. European stocks may offer an opportunity to avoid these risks.
Market Commentary

The U.S. economy appears to be shifting from recovery mode to a new, more-mature expansion phase.
Market Commentary

China’s recent stock market pullback has been in line with the average annual drawdown; historically, this volatility has tended to produce double-digit annualized gains.
Market Commentary

COVID-19 resurgences appear to be the primary driver of moves across many markets this year.
Lockdown Leadership Unlikely To Last
Market Commentary

In the last few weeks, stock market leadership reversed back to lockdown-era defensives as the stock market made new all-time highs.
Is Good Data Now Bad News?
Market Commentary

It’s possible that good data could be interpreted as bad news for U.S. markets in the near-term as strong economic data could prompt the Fed to unwind earlier.
2021 Mid-Year Outlook: Global Stocks and Economy
Market Commentary

The recovery is now over; a new global economic expansion has begun. The new economic cycle has seen stock market leadership pass from the U.S. to Europe.
Signs Inflation’s Surge Is Transitory
Market Commentary

While it’s very early to say the rise in inflation has passed, there are signs that the fastest part of the rebound in inflation might soon be over.

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