International
Stay up to date on commentary related specifically to international markets.
Geopolitical Risk is Evolving: What You Should Know
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
Emerging Markets: AI Opportunity and AI Risk
Technology has become a major driver of emerging-market stock performance.
Utilities Lose Defensive Touch as AI Ignites Rally
Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?
What Happened to Germany's Spending Boom?
German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
Is It a Good Time to Consider Japanese Stocks?
Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
The Delayed Impact of Tariffs
Why hasn't the broader global economy felt the full effect of tariffs on imports?
Why Invest in International Stocks
Borders are for maps, not portfolios. Learn about the benefits of global investing and how to take action.
Europe's Economic Future: A Bright Spot?
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
Tariffs: Is the Worst Behind or Ahead of Us?
Stocks are near record highs despite rising U.S. tariffs. Why have markets seemed to shrug off tariffs lately, and will it last?
"Yen-Carry" Anniversary Nears, but Worries Fade
Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.