International
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International content
Commentary
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.
On Investing
As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?
Market Commentary
Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
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.
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.
On Investing
What can investors expect from the U.S. stock market, the global markets, and the policy landscape in D.C. in the second half of 2024?
The two largest emerging markets have taken very different paths, echoing the divergence in the economic and demographic landscape for these two countries.
On Investing
As we approach 2024, what can investors expect from the markets in the new year?