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2 minute read
The GRANOLAS group of stocks are Europe’s equivalent of the Mag 7.
4 minute read
Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.
Three things to watch in 2024.
3 minute watch
European equities are priced for pessimism; U.S. equities are not.
Investors must consider timing when evaluating opportunities abroad.
Disruptions minor so far amid a global outlook that's a bit meh.
2 minute watch
International dividend payers have come through a lost decade.
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.
The rapidly developing peninsular country has 3 factors going for it.
Rhetorically speaking, China may have long Covid.
For equity investors, peak pessimism presents potential opportunities.
Consensus has taken a beating but is still standing.
5 minute read
Why we think Japan could finally outperform after three lost decades.
As global central banks take different paths, where might investors look?
Our southern neighbor is firing on all cylinders.
1 minute watch
Emerging markets may show long-term opportunity for investors.
Europe may have the momentum, valuation and growth to continue to outperform.
Is the dollar's reserve currency status in danger?
Opportunities as varied as countries that fall under the emerging markets umbrella.
As the global panic subsides, patient investors may find opportunities.
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