International equities
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U.K. multinationals are poised to ride out the Brexit
While the Brexit will likely weigh on the U.K. economy, the impact on U.K.-based multinationals will be much less pronounced—and recent volatility may have created opportunities.
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The worst may be behind for emerging-market equities
While it might be too soon to declare that a long-awaited recovery in emerging-market equities is at hand, positive signs suggest that a turning point could be near.
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The case in favor of trade remains overwhelming
The antitrade sentiment that has come to dominate U.S. presidential campaign rhetoric is troubling for the global economy and for financial markets, whether or not a trade war breaks out.
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Down so long: reasons for optimism on emerging-market equities
With the challenges facing emerging markets already widely understood and valuation levels close to all-time lows, we may be approaching an inflection point for the asset class.
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The energy sector still requires caution and patience
Oil producers face a long struggle to adapt their capital intensive business models to the realities of low cost oil, constraining an already narrow set of equity opportunities within energy.
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China is not fertile ground for bottom-up stock pickers
The Chinese government's pervasive intervention in the nation's equity and currency markets puts bottom-up stock pickers at the mercy of China's highly unpredictable policy moves.
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In troubled times for equities, quality is critical
In an environment in which accommodative monetary policies are failing to spur global growth, equities' quality attributes can be critical in providing value and potential downside protection.
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