Why Brazil’s crisis creates new concerns
The revelations of May 17 may pose a threat to President Temer’s administration, and therefore a threat to Brazil’s short- and medium-term economic outlook.
Category: International
Watch the euro as Italy votes
We are watching the referendum in Italy this weekend for yet another existential crisis for the euro.
Proceeding toward Brexit: The risks for investors
With the United Kingdom beginning to move forward with Brexit, we see risks to the economy, the pound, and the markets.
Why Brexit would spell trouble for the United Kingdom
Several risks exist for U.K. stocks and European markets if what is known as Brexit wins approval from British voters.
Be selective in emerging markets
The picture in emerging markets is vastly different today than in the mid- to late-1990s, when nearly all EM countries issued debt in U.S. dollars.
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.
Reasons for optimism about Europe
Across Europe, we think structural change is leading to increasingly compelling opportunities for investors.
Abenomics reaches the boardroom
With the economic changes instituted under Prime Minister Shinzo Abe since he took office in December 2012 slowly taking effect in Japan, companies are increasingly under pressure to deliver higher returns on equity for their investors. Financially, these companies are in an enviable position, with sufficient assets and cash on their balance sheets to be
Slumping world offers recovery potential
Europe and Japan, facing structural challenges, offer underappreciated recovery potential, even as emerging markets face new headwinds.