European banks are still burdened by bad debt, despite economic gains
All isn't necessarily well with Europe's economic recovery. Hear from an international equity portfolio manager who views European banks as a weak spot.
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Four reasons to consider small- and mid-cap international stocks
The small- and mid-cap segments of today’s international equity markets offer strong potential for investors seeking superior risk-adjusted returns as well as enhanced portfolio diversification.Read more -
Finding value and quality in a valuation-rich global equity market
While profit margins remain strong, elevated stock valuations and rising corporate debt could be warning signs for global equities. In such an environment, the best opportunities lie in the intersection between quality and value.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 -
U.K. election ends in dismay: what happens now
Following the U.K.’s general election, a hung parliament renders the country’s politics—and economy and markets—into a veritable choose-your-own-adventure book. See the implications for investors now.Read more -
Why today's shift to international stocks may signal the start of a longer-term trend
Net inflows to international equities are overtaking those to the United States. Here's why it may continue for some time.Read more -
U.S. optimism, European skepticism: a spring of misplaced market expectations
U.S. market expectations appear to be overly optimistic, while the pessimism in the European equity market doesn't reflect improving economic fundamentals.Read more -
Victory for Macron, but challenges ahead
Even if the Front National does not win a significant number of seats in the upcoming National Assembly elections, Le Pen will likely manage to shape and direct political discourse from the sidelines.Read more -
French election takeaway: don't write off populism yet
The high likelihood of a defeat for Marine Le Pen in the French election won't end the clash between populism and Europe's economic status quo.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