International equities
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Three reasons to revisit an international equity allocation
With solid fundamentals, rising earnings, and attractive valuations, we think international equities are worth a closer look—especially in light of today’s heightened market concentration risks.
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The Japan equity outlook after the market sell-off
Recent developments in Japan weighed on investment sentiment globally. Read about the key drivers behind the country's financial markets and the Bank of Japan may do next.
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Value and quality are critical for global stocks in today’s high-rate regime
With a new regime of higher interest rates potentially weighing on equity multiples, the appeal of the value equity style appears to have grown. Explore a market segment that’s been underappreciated in recent years: global value stocks with quality characteristics offering the potential to enhance portfolio performance going forward.
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Structural growth equity market resumes globally
Growth stocks have come back strongly after a sharp equity style rotation. We look at short- and long-term catalysts that could support the growth style for years to come.
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Where to find value today in international developed-market equities
Ex-U.S. value equities present timely opportunities owing to tailwinds for selected cyclical sectors, improving business fundamentals, and historically attractive valuations relative to U.S. stocks.
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Reading strength and weakness in the global banking sector
Amid turmoil in the banking sector, it's a bit of an art and a science to take the measure of a bank's resilience. But we feel confident that the issues plaguing U.S. regionals won't translate directly to non-U.S. banks. We offer our view on where the risks reside.
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Unlocking equity opportunities in Europe and China
The indicators that we track have recently left us cautiously optimistic for an improved global economic outlook through the rest of 2023, with Europe and China leading the way.
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Assessing risks as banks face new pressures—and the end of easy money
Recent stresses on U.S. and European banks have made it increasingly clear to us that the era of easy money is over. Here are five potential risks to the global banking system that we’re monitoring in this new environment.
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How emerging-market equities’ rebound rally could extend throughout 2023
The emerging-market equity outlook has brightened after a challenging 2022. We explore the improving prospects in Mainland China, the information technology sector, and more.
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What is thematic investing?
Thematic investing focuses on the economic, social, technological, and environmental transformations that affect how we live, how society operates, and how business gets done.
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