War and inflation put bull market in hibernation
Investors may be underestimating the immense range of potential outcomes for the Russia-Ukraine War.
Author: Shep Perkins, CFA, Chief Investment Officer, Equities
Are international stocks truly cheap?
On the surface, U.S. stocks appear more expensive than international stocks, but a quantitative comparison reveals the impact of sector valuations.
Just how cheap are European equities?
Our analysis finds that industry group weightings play a significant role in valuation discrepancies between U.S. and European equities.
New horizon for corporate governance
Pressure on the boards of Japanese companies to increase the return on equity for shareholders is changing the outlook for investing in Japan.
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 an answer to our global energy needs, natural gas now appears to hold the key.
Assessing emerging markets by income growth
In emerging markets, the growing strength of the domestic consumer is a powerful long-term investment theme that may benefit a variety of global companies. But while the emerging-market consumer is generally healthy, there is regional and country differentiation that is worth noting. In Brazil, the average income is above $10,000 per year, whereas in China
Looking for signs of life in European markets
European stocks may have a chance of recovery if political leaders can make progress on resolving the debt issue, but analyzing earnings will be critical for investors to navigate risk.