
China, U.S. trade tensions will reverberate across emerging markets
Emerging market equities will remain under pressure amid escalating trade tensions between China and the U.S.
Emerging market equities will remain under pressure amid escalating trade tensions between China and the U.S.
Recent stock market volatility reflects a process of pricing in the fact that the global growth outlook has diverged.
If Italy's populist government increases government debt, prices of Italian bonds and banks could drop and trigger a larger crisis for the region and world.
China's hardware tech companies are embracing artificial intelligence, including self-driving cars and surveillance, as the government promotes AI hubs.
Sustainable investing is growing in popularity, and investors should be thoughtful about choosing from a range of strategies and portfolios.
On the surface, U.S. stocks appear more expensive than international stocks, but a quantitative comparison reveals the impact of sector valuations.
Our analysis finds that industry group weightings play a significant role in valuation discrepancies between U.S. and European equities.
It’s important for investors to be able to understand how a company’s performance relates to CEO compensation.
Risk factor analysis shows that equity market sectors that act like “bond proxies” may be more sensitive to changes in interest rates than bonds themselves.