Asset Management
International
Stay up to date on commentary related specifically to international markets.
International content
Market Outlook
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.
Market Commentary
Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
Market Commentary
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.
Market Commentary
Potential for another trade war fueled by a rise in global protectionist policies has investors revisiting the potential impact on stocks, inflation, and economic growth.
Market Commentary
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?