China: Contagion or Contained?
China's economy may have spillover effects on global economic and earnings growth, but it's unlikely to lead to global financial contagion and send stock markets materially lower.
4 Ways to Invest Internationally
Foreign stocks are again competitive with their domestic counterparts. Here are four ways to gain exposure.
Investing in Artificial Intelligence (AI)
As businesses worldwide adopt the technology, the innovation of AI may result in market leadership changes, global economic growth, and investor opportunities.
Chinese Buyers' Impact on the Global Luxury Market
China's high-end consumers once dominated spending for luxury products. How quickly they return could shape industry's outlook and provide hints into China's recovery.
Divergence: Rate Cuts, Pauses, and Hikes
Central bank policies are set to diverge from the steady hikes characterizing the first half of 2023, contributing to increased market volatility for the remainder of the year.
El Niño Could Bring Storms to the Markets
A high probability for an El Niño event in the second half of 2023 brings concerns of extreme weather, persistent inflation, supply chain disruptions, and market volatility.
India: On the Rise?
India's growth initiatives and demographics may help its economy continue to advance; its stocks seem to have priced in high expectations for the world's fifth-largest economy.
Japan: Reclaiming Lost Decades
Japanese stocks may help boost performance of international markets although the unique nature of Japan's economic and business structure could pose some risks.
Why Investors Should Worry Less About China's Recovery
Though recent data suggests China's re-opening growth has slowed, it's likely temporary. As China's recovery continues, it may have implications for U.S. inflation and rates.
2023 Mid-Year Market Outlook: Out of the Woods?
The positives—and the risks—as we head into the second half of the year.