Viewpoints about currency
-
U.S. interest-rate cut: the Fed’s got 99 problems, but the consumer ain’t one
The U.S. Federal Reserve's latest interest rate cut shines a light on just how many potential pitfalls the central bank has to navigate. We take a closer look at the biggest risks to growth.
Read more
-
Argentina's primary election: unexpected results, but what's next for investors?
Argentina's primary elections appear poised to hand a surprise victory to the underdog candidate, and markets have been roiled by the news. We take a closer look at the implications for the country and investors.
Read more
-
Why China's rising tide isn't lifting emerging-market boats
China’s latest stimulus appears to be a stabilizing force for the nation’s economy amid rising trade tensions, but it may not do much to lift other emerging markets or the global economy.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more