International
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International content
Market Commentary
A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.
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.
Market Commentary
Europe's mild recession is over, with growth expected to continue. Valuations for eurozone stocks remain attractive, offering the potential for further price appreciation.
Market Commentary
Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.
Market Commentary
Earnings growth, a driver of long-term stock market performance, seems to be expanding beyond a handful of U.S. equities, supporting more broad-based market performance.
Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?
Market Commentary
Global elections may lean towards nationalist policies that could hinder trade in goods via tariffs, but also boost growth in domestic industries to counter inflationary effects.
Market Commentary
The second-largest stock market has captured the interest of investors, supported by stronger, more broad-based earnings, and incentivized by Japan's fiscal and monetary policies.