What value hunters might see in European stocks

While we believe risks in global markets are not trivial, when we review international markets for contrarian opportunities, Europe is a place where value may be available. Equities in Italy, Spain, and Portugal — countries that were at the epicenter … Continue reading »

Can Japan help drive global growth?

While we find U.S. equities attractive, Japan has become a more interesting market, mainly because of the broad political support for the new prime minister, Shinzo Abe. To get Japan out of its deflationary spiral, Abe has pushed forward a … Continue reading »

Are China stocks in the bargain basement?

The magnitude of uncertainty in China’s politics and policy today is undeniably daunting. Western observers — and even the Chinese — simply do not know in what direction China’s new leader, Xi Jinping, will take the country or how constrained … Continue reading »

Even as China grows, small caps disappoint

Fundamental investment research indicates that small companies in China are not yet translating the region’s economic growth into greater productivity or profits for investors.

Is a deeper economic slowdown likely in Europe?

As the slowdown in economic growth continues in Europe, investors may be concerned about the likelihood of a worsening contraction. Still, opportunities remain in the region.

Natural gas pricing in Asia signals opportunity

Only two years ago, the future seemed bright for nuclear energy. But after the devastating 2011 tsunami in Japan, the world has experienced a sea change in attitudes toward sustainable power sources. Indeed, where nuclear power recently seemed to promise … Continue reading »