Tools & Resources▼
| Market Memo: It's about infrastructure (and we're not talking U.S.) |
Dec. 1, 2016 ::
Southeast Asian countries are ramping up transportation and related investments to accommodate growth and increased trade.
| Market Memo: Don't count out EM |
Dec. 1, 2016 ::
We think the doom and gloom about emerging markets is overdone.
| Energy Watch: Oil's new paradigm |
Oct. 26, 2016 ::
We can no longer look to oil as the primary indicator of the condition of the global economy and risk assets.
| In Short: The potential perils of the pound's fall |
Oct. 10, 2016 ::
The pound sell-off, which quickened last week with new Brexit news, has implications beyond speculation.
| What's next for international markets post Brexit? |
Aug. 4, 2016 ::
A look at the challenges and opportunities for investors now that the U.K. has left the EU.
| Market Memo: Eurosceptics ruled the day |
Jun. 24, 2016 ::
Could Brexit lead to a minor recession in the U.K.?
| In Short: Global developed bonds in wait-and-see mode |
Jun. 6, 2016 ::
Don't expect much change until after the upcoming Brexit vote and the FOMC meeting.
| In Short: Brexit clouds mask an improving Europe story |
May 5, 2016 ::
All the focus on whether the UK will stay in the EU is diverting attention from the continent's improving economy.
| Q&A: Is 'Brexit' likely? And then what? |
Apr. 5, 2016 ::
If Brits in June vote to exit the EU, an outcome oddsmakers say could be 50-50, it could take years to complete. A lot can change before then. But the immediate impact could be substantial. Brian Holland shares his insights.
| International Equity Outlook: Creating opportunity from uncertainty |
Jan. 22, 2016 ::
As most investors nervously wait for major global issues to play out, we see attractive, long-term opportunities, particularly in Europe.
| Market Memo: The headlines are worse than the reality in China |
Jan. 8, 2016 ::
China's clumsy attempts to shift from an export-led to consumer-led economy are sowing policy missteps and confusion. But at the end of the day, a desirable soft landing is still likely.