Market Views - International

International Equity Outlook: Creating opportunity from uncertainty 
Jan. 22, 2016 :: Brian J Holland
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 :: Audrey H Kaplan
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.
Q&A: Some EM countries intrigue 
Sept. 24, 2015 :: Audrey H Kaplan
Unlike during the Asian crisis, many EM countries control key factors in their destiny
In short: China reminder that bubbles never last 
Jul. 10, 2015 :: Audrey H. Kaplan
Steep sell-off in Chinese equities was an accident just waiting to happen
In short: Worry about a 'Grexit?' Meh. 
Jun. 25, 2015 :: Audrey H. Kaplan Ruggero de'Rossi
The drama has gone on so long that the markets are prepared either way. They just want it over with.
In Short: Emerging-market Fed fears may be overdone 
May 7, 2015 :: Ruggero de'Rossi
Underlying conditions are improving and a Fed rate hike may not be all that disruptive
Q&A: Opportunities on the rise in Europe and Japan 
Mar. 30, 2015 :: Audrey H. Kaplan
Unprecedented monetary easing and improving economies lift outlook across both oceans
International investing's role shifts when dollar surges 
Mar. 17, 2015 :: Ihab L. Salib
When the dollar grows in value, the role of international investing shifts from appreciation to diversification and lower downside risk.