Jeffrey Kleintop
Until his retirement in 2025, Jeffrey Kleintop, CFA, was the Chief Global Investment Strategist at Charles Schwab, and was responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications.
What's new
Market Outlook
International
Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.
Government Policy
What's new
Trump's tariffs now face a legal battle. Tariffs may be less arbitrary and reduced in severity or duration, but the next steps are complicated and likely to extend uncertainty.
Markets and Economy
What is it
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
International
What's new
The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
International
What's new
A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.
International
What's new
Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.
International
What's new
While there are no absolute winners in a trade war, there may be relative winners in the global stock market for investors to consider.
International
What's new
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
International
What's new
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
International
What's new
Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.
International
What's new
Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
International
What's new
Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.