International Investing

International Investing content

Market Commentary

Investors often notice the overall direction of markets; missed changes in asset classes under the surface could see a shark attack take a big bite out of unprepared portfolios.
Market Commentary

Inflation continues to run hot, raising the prospect that the Federal Reserve will tighten monetary policy more sharply than expected—possibly tipping the U.S. economy into recession.
Market Commentary

What our experts think about the recent stock market drop.
Market Commentary

Stocks, bonds, and cash are all in a bear market or teetering on the edge of one—a very rare event. Over the past 72 years, there have only been two prior periods with a triple bear.
Market Commentary

The world’s second-largest economy and consumer market has likely slipped into a recession, at least by China’s standards.
Market Commentary

Consider hedging the possible risk of higher interest rates with the addition of short duration stocks, a potential way to manage risk while remaining invested in the markets.
Market Commentary

Politics may have little impact on economic globalization or corporate profits—which gives little reason for investors to deglobalize their portfolios despite the headlines.
Market Commentary

The geopolitical impact on earnings, the most important driver of stock prices, has remained modest so far; global companies appear to be on a path for earnings growth in 2022.
Market Commentary

We believe the odds of a recession in Europe are above average, but still below 50%. We will be watching developments and data closely to see how the economic outlook evolves.

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