Global Equities

Access insights from our investment team as they go beyond the numbers to uncover new opportunities around the globe.

Timely Intelligence and Insights

From the Field

The U.S. economy has defied recessionary fears. What now?

The risk of a U.S. recession has notably decreased in 2024, and this is encouraging for equity markets in the near term. Read More

From the Field

Investment implications of generative artificial intelligence

Reasons why investors should embrace AI as a long-term investment theme. Read More

From the Field

China’s National People’s Congress: Key points

How investors should view China’s National People’s Congress. Read More

From the Field

Why capital allocation matters for companies and investors

The market underappreciates the value that companies can create by reinvesting their cash flows well. This inefficiency leads to investment opportunities. Read More

From the Field

Free Talk: The Tipping Point

Sharing insights on the tipping points of macro and bond market could help investors identify the compelling opportunities for the rest of 2024. Read More

From the Field

Discover the potential of active small- and mid-cap ETFs

ETF investors have limited options to access the active small- and mid-cap space. Read More

Current Market Commentary

Market Review

Global Markets Weekly Update

Review current performance analyses and weekly statistics for stock and bond markets in the U.S. and abroad. Read More

Market Review

Global Markets Monthly Update

Stay informed about global economic development and our perspective on market conditions. Read More

Market Review

Global Markets Quarterly Update

Read perspectives on economic and market events for the past quarter. Read More

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