Viewpoints about currency
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The U.S.-China trade war—what could drive further market volatility
What could drive further market volatility now that the U.S.-China trade war has heated up again? Our market strategists discuss key indicators to watch.
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Market history lessons: circumstances change—behavior patterns don’t
Circumstances change, but behavioral patterns endure. Learn how lessons from the past can inform your portfolio’s present and prospective positioning.
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The trade war is getting worse before it gets worse
U.S.-China trade wars will get worse before getting worse. See why there’s no turning back to the pre-Trump world trade order—and what’s likely to follow next.
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Turkey—a symptom of larger challenges for emerging markets
Is Turkey's financial meltdown a local phenomenon or a warning sign for international investors? The answer: It's both.
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How to value a currency: a closer look at the opportunities in FX markets
Currency markets are an underappreciated risk—and opportunity—when it comes to international investing. We take a closer look at the factors that drive currencies' performance.
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Global growth divergence eclipses last year’s synchronized recovery
We’re near the point of maximum optimism in the cycle. This is about as good as it gets for financial markets—find out the implications for investors.
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The case for emerging-market debt as a long-term, strategic income allocation
Once a tactical allocation for investors with high risk tolerances, emerging-market debt today is a changed landscape. See why we think it has a role to play in a range of portfolios.
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Bitcoin—and other cryptocurrencies—may shake up boring markets
What will it take to send an abnormally low VIX higher? Bitcoin price collapse? Brinkmanship with North Korea? See why risks of a market correction continue to climb—and how investors can prepare.
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Flexible is the new core: fixed-income investing for the next 30 years
With interest rates on the rise, investors may be in for a rude awakening when they discover how much risk they're taking in their core bond allocations. See why we believe a flexible approach is better suited to today's markets.
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Currency tides may be changing, providing more lift for international equities
The damage that the U.S. dollar’s strength has inflicted on international equity returns may have run its course, as a recent comeback for foreign currencies has enhanced the appeal of international stocks.
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