International

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International content

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Our point of view on recent market and economic activity.

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.

Technology has become a major driver of emerging-market stock performance.
Market Outlook

International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
Commentary

Why hasn't the broader global economy felt the full effect of tariffs on imports?

Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.

Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?

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