International equities
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Quality is paramount in a relatively expensive global equity market
Despite improved earnings prospects, global equity markets remain relatively expensive. Stocks' quality attributes are critical in such an environment.
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How top active managers add value in international equity markets
A substantial number of actively managed international equity strategies have outperformed over the past three years, according to our research.
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Trump trade agenda could spring a surprise on the markets
The Trump trade agenda calls for a protectionist approach, posing global risks the market doesn't seem to recognize right now.
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As global outlook brightens, financials, tech, EM present opportunities
Improvement in the global economic outlook has created tailwinds in three market segments that present strong opportunities for bottom-up stock picking.
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Key indicators reflect brighter outlook for emerging-market equities
An improved outlook for global economic growth and positive developments in emerging markets bode well for performance of emerging-market equities.
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Why 2017 could be a comeback year for international value stocks
The price premium that investors have been paying for international growth equities has expanded in recent years to levels that we believe may be unsustainable.
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Europe's accommodative monetary policy isn't going away anytime soon
With populist politics on the rise across Europe and economic growth remaining slow, the European Central Bank's is in no hurry to abandon its accommodative monetary policy.
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Italy's arrivederci to Renzi could further destabilize banks
Political instability and economic stagnation are business as usual for Italy, but its banks are particularly dysfunctional and pose a threat to the nation and to Europe broadly.
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Software and services stocks: capital compounders for a slow growth era
Learn about the unique opportunities that stocks of software and services providers offer in today's era of slow economic growth.
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Forward momentum building in emerging-market equities
See why emerging-market equities appear poised to maintain positive momentum, with Brazil and China presenting select opportunities.
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