Insights

6 minute read

When global investors think Asia, they're increasingly thinking India.

3 minute read

China's vehicle manufacturers soon might take the global pole position.

2 minute read

The rapidly developing peninsular country has 3 factors going for it.

3 minute read

Rhetorically speaking, China may have long Covid.

4 minute read

For equity investors, peak pessimism presents potential opportunities.

4 minute read

Consensus has taken a beating but is still standing.

5 minute read

Why we think Japan could finally outperform after three lost decades.

4 minute read

As global central banks take different paths, where might investors look?

3 minute read

Our southern neighbor is firing on all cylinders.

1 minute watch

Emerging markets may show long-term opportunity for investors.

1 minute watch

Europe may have the momentum, valuation and growth to continue to outperform.

1 minute watch

Is the dollar's reserve currency status in danger?

5 minute read

Downside risks are rising in the current environment.

3 minute read

Opportunities as varied as countries that fall under the emerging markets umbrella.

3 minute read

As the global panic subsides, patient investors may find opportunities.

2 minute watch

As the Fed slows rate hikes, the ECB is staying the course.

5 minute read

The global economic picture is setting up to look a lot like last year's.

5 minute read

It starts with China. Other forces also are at work.

2 minute watch

A revived Chinese economy faces global opportunities and challenges.

3 minute watch

Europe may have dodged a recession, but a sobering picture could appear in 2024.

3 minute read

Signs suggest Europe’s economy might avoid a serious downturn.

Three things to watch in 2023.

Three things to watch in 2023.

Pessimistic markets are pricing in low recovery conditions.

China may prioritize security in the global economy.

Emerging markets stayed strong during rate hikes.

A weakening dollar and other trends bode well for EM debt.

Energy sector stays hot.

Yes, but recent actions have raised the risk.

Allow time before setting sail with international opportunities.