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.
Viewpoints about currency
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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.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 -
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.Read more -
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.Read more -
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.Read more -
Active currency's risk management merits in moments of crisis
Pursuing portfolio risk management measures before the next recession? See why macro currency strategies have the potential to rise even when equity and credit markets fall.Read more -
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.Read more