International

Stay up to date on commentary related specifically to international markets.

2026 Outlook: International Stocks and Economy

International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.

2026 Outlook: International Stocks and Economy

International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness.

Utilities Lose Defensive Touch as AI Ignites Rally

Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?

Utilities Lose Defensive Touch as AI Ignites Rally

Thanks to AI-generated power demand, the utilities sector is losing its traditional defensive role. Is this a permanent move, or will utilities ultimately regain their place?

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

Is It a Good Time to Consider Japanese Stocks?

Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.

Is It a Good Time to Consider Japanese Stocks?

Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.

The Delayed Impact of Tariffs

Why hasn't the broader global economy felt the full effect of tariffs on imports?

The Delayed Impact of Tariffs

Why hasn't the broader global economy felt the full effect of tariffs on imports?