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International/Global
December 6 2024
International/Global .
Article

3 minute read

Investors gauge fallout from crises in Paris and Seoul December 6 2024

Weekly Global Market Snapshot

December 3 2024
2025 Outlook .
Article

4 minute read

Outlooks 2025: International equities November 27 2024

The themes that matter for the coming year.

November 22 2024
International/Global .
Article

2 minute read

Whatever it takes 2.0 November 22 2024

Will weakness in Europe open the gate to a second Draghi moment?

November 25 2024
International/Global .
Article

6 minute read

Global reverberations of the US election
November 20 2024

A look at the impact Trump's potential policies might have on international markets. 

November 15 2024
International/Global .
Article

3 minute read

Has inflation knocked the Fed off course? November 15 2024

Global Market Snapshot

November 1 2024
International/Global .
Article

3 minute read

The UK's big-swing budget November 1 2024

Labour budget outlined plans to fill fiscal ‘black hole’ and invest for economic recovery.

October 29 2024
Geopolitics .
Article

2 minute read

How might tariffs affect trade finance?
October 29 2024

A trade war could have unexpected consequences.

October 25 2024
International/Global .
Article

5 minute read

A false dawn for China? October 25 2024

Monetary and fiscal policy are at the forefront of investors’ minds.

October 7 2024
International/Global .
Infographic

2 minute read

Game On October 23 2024

The video game industry is on a winning streak.

October 23 2024
International/Global .
Article

3 minute read

China makes a U-turn
October 23 2024

Beijing goes for growth.

October 21 2024
Geopolitics .
Article

4 minute read

Positioning EMD ahead of the US election

October 21 2024

The implications for foreign policy could be far-reaching

October 17 2024
International/Global .
Article

4 minute read

Decline of UK inflation opens door to further cuts October 18 2024

With inflation at a 3-year low, the Bank of England might cut rates further by year-end.

October 11 2024
International/Global .
Article

4 minute read

All eyes on earnings October 11 2024

Investors look to third quarter results for guidance.

October 10 2024
International/Global .
Article

4 minute read

Far from wild

October 10 2024

Frontier countries fuel emerging market debt

October 4 2024
International/Global .
Article

3 minute read

Has the inflationary dragon really been slain? October 4 2024

The brief dockworkers' strike re-kindled inflation concerns this week.

September 25 2024
International/Global .
Article

3 minute read

The world's second largest economy gets a boost September 27 2024

Does the rally in Chinese equities from its new stimulus program have legs?

September 25 2024
Markets/Economy .
Article

8 minute read

One-and-a-half out of three ain't bad
September 25 2024

China bazooka follows Fed's big cut, fueling the cyclical trade; U.S. elections on deck.

September 19 2024
International/Global .
Article

4 minute read

The Fed fires the starting gun September 20 2024

The Fed announced a punchy 50 basis-point rate. 

September 17 2024
International/Global .
Article

3 minute read

Stocks edge upwards as looser policy looms September 13 2024

Equities regained ground this week amid volatile trading and last week's tech-led sell-off.

September 5 2024
International/Global .
Article

3 minute read

Cat on a hot tin roof? September 6 2024

Five things spooking markets this week.

August 28 2024
Equity .
Article

4 minute read

China's slow bleed
August 28 2024

For investors looking for a change in direction, China's Third Plenum was underwhelming.

August 5 2024
Markets/Economy .
Article

3 minute read

A week can be a long time in the markets
August 5 2024

The sell-off was sparked by the latest U.S. jobs data, but other things were in the mix.

July 31 2024
Monetary Policy .
Article

4 minute read

The Fed's balancing act
August 1 2024

The FOMC is back to considering both the labor market and inflation equally as it weighs cuts.

July 29 2024
International/Global .
Article

3 minute read

The 'great rotation'? July 29 2024

Investors are shifting away from mega-cap tech. Will the small-cap rally last?

July 29 2024
International/Global .
Article

3 minute read

Investors step up plans for the 'Trump trade' July 19 2024

Investors are pricing in a Donald Trump victory.

July 11 2024
International/Global .
Article

3 minute read

Une impasse July 12 2024

Investors in ‘wait and see’ mode following shocking French election result.

July 10 2024
International/Global .
Article

3 minute read

Gold: What's up with the yellow metal?
July 10 2024

Higher pricing reflects supply and demand in a changing world.

 

 

July 10 2024
International/Global .
Infographic

2 minute read

Bonjour, Olympics! July 10 2024

Spectators are back in Paris for the 2024 games.

July 3 2024
International/Global .
Article

4 minute read

UK markets shrug off election July 5 2024

The UK Labour Party’s landslide victory election result was largely priced in.

July 1 2024
Liquidity .
Article

4 minute read

Much to celebrate, much to discuss
July 1 2024

A gathering of professionals acknowledged five decades of money funds and sifted through issues in their future.

June 28 2024
International/Global .
Article

3 minute read

Lula's spending plans unnerve Brazilian investors June 28 2024

Fears grow that Brazil will fail to eliminate its deficit.

June 20 2024
International/Global .
Article

4 minute read

China: The case for a rebound
June 21 2024

After years of negative sentiment, the outlook for Chinese equities finally appears to be improving.

June 14 2024
International/Global .
Article

1 minute read

Surprise election result rattles India June 11 2024

Without a majority, Prime Minister Modi must assemble a coalition.

June 7 2024
Equity .
Article

4 minute read

Do you play the NY Times game Connections?
June 7 2024

Can you guess the common threads in each of these four recent news categories?

May 31 2024
International/Global .
Article

3 minute read

ECB expected to cut rates in June

May 31 2024

If so, it could lead to policy divergence between the ECB and the Fed.

May 29 2024
Politics .
Article

3 minute read

Winds of change
May 30 2024

EU elections could result in its first center-right coalition.

May 23 2024
International/Global .
Article

3 minute read

U.K. prime minister calls for an election
May 24 2024

Global Market Snapshot

May 22 2024
Politics .
Article

2 minute read

A change in gender, not policy, likely in Mexico
May 22 2024

Two women are dueling to be the next president of Mexico, but the front-runner represents status quo.

May 16 2024
International/Global .
Article

3 minute read

A new hope

May 17 2024

Encouraging inflation data put rate cuts in key global economies back on the table.

May 6 2024
Politics .
Article

2 minute read

Is a coalition government coming to South Africa?
May 8 2024

This month's election in the Rainbow Nation likely will be the most contested of its democratic era.

April 26 2024
International/Global .
Infographic

2 minute read

Voyages of value May 3 2024

Global tourism plays a vital role in regional economies.

May 13 2024
Politics .
Article

2 minute read

India heads to the polls
April 10 2024

Clear electoral mandate in the world's largest democracy could attract investment and bolster growth.

March 27 2024
International/Global .
Article

2 minute read

Great Wall of worry
March 14 2024

China must address its faltering economy with much more fiscal stimulus.

February 21 2024
International/Global .
Article

2 minute read

A tasty alternative
March 5 2024

The GRANOLAS group of stocks are Europe’s equivalent of the Mag 7.

March 1 2024
Liquidity .
Article

4 minute read

Markets heed data, not Fed Speak
March 1 2024

Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.

January 10 2024
International/Global .
Article

2 minute read

Many global economies poised for growth
January 11 2024

Three things to watch in 2024.

December 11 2023
International/Global .
Video

3 minute watch

Convergence
December 11 2023

European equities are priced for pessimism; U.S. equities are not.

December 7 2023
Equity .
Video

3 minute watch

Climbing the wall of worry
December 7 2023

Investors must consider timing when evaluating opportunities abroad.

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