Market Views - International

Q&A: Idiosyncratic issues mask—and create—opportunities in the EM 
Oct. 2, 2018 :: Peter Smith
Recent sell-off has driven valuations down to potentially attractive levels among selected securities.
EM idiosyncratic, not contagious 
Sept. 13, 2018 :: Ihab Salib
Macro pressures are exacerbating problem pockets, not spreading them.
Market Memo: Trade headlines may be scary; the impact on trade finance is not 
Aug. 21, 2018 :: Patrick Bayliss
Global trade isn't going away and may even grow between emerging countries if a trade war breaks out between the U.S., China and Europe.
Market Memo Update: 3 more reasons to 'think international' 
Jun. 12, 2018 :: Richard Winkowski
Behind all the global geopolitical noise are opportunities.
Q&A: Of tariffs, trade and international equities 
May 15, 2018 :: Leonardo Vila
A strengthening dollar and policy uncertainties are clouding the investing outlook for international equities.
Market Memo: Are tariffs and trade war talk harming trade finance? 
Apr. 24, 2018 :: Robert Kowit
Not really. Despite the political back-and-forth, global trade continues to grow, and with it, the need for companies to finance cross-border transactions.
Market Memo: France's upturn underscores accelerating eurozone 
Feb. 12, 2018 :: Marc Halperin
Growth throughout the Continent bolsters optimism for the year ahead.
Market Memo: 3 reasons to keep an eye on international stocks 
Jan. 24, 2018 :: Richard Winkowski
Accelerating growth, improving earnings and central bank stimulus are creating a supportive environment for many equity markets around the world.
Q&A: What's driving EM bond performance? 
Nov. 21, 2017 :: Jason DeVito
Improving growth, market & political reforms and central bank credibility aren't yet fully priced into the EM markets.
In Short: Brexit deadlines loom, but can May meet them? 
Nov. 21, 2017 :: Marc Halperin
Prime Minister May must sell some compromises to the hardliners in her party.
Market Memo: International equity outlook remains mostly positive 
Nov. 8, 2017 :: Peter Smith
Synchronized global growth and accommodative central banks buttress developed and emerging markets.
Market Memo: Vive la France! 
Oct. 24, 2017 :: Stephen Auth
A visit across the pond finds many reasons to be encouraged despite worries over Brexit.
In Short: Surprise unlikely in German elections 
Sept. 6, 2017 :: Thomas Banks
The far-right Alternative for Germany party may gain its first seats in the Bundestag but Chancellor Merkel appears on her way to a fourth term.
In Short: More growth from Europe 
Aug. 15, 2017 :: Marc Halperin
Recovery on the continent is spreading to southern tier.
Market Memo: European equities ride the tailwinds 
May 15, 2017 :: Marc Halperin
Improved earnings, political stability and economic growth are setting the stage for better European equity performance.
Market Memo: How is the EM doing post-Trump? 
Apr. 11, 2017 :: Leonardo Vila
Just fine, thank you, as some of the old rules that suggest Fed tightening and tough trade talk are bad for the asset class aren't working this time around.