Section
EAFE
16 posts
Russia, China, Iran, Energy: Why Every Western Move Makes Things Worse | Doomberg
Listen on The Move Every move the West makes seems to make things worse — and Doomberg…
Europe's New Investment Geometry: Defense, Divergence, and the Barbell Portfolio
Europe is undergoing what Jitania Kandhari, Deputy CIO of Morgan Stanley Investment Management's Solutions and Multi-Asset Group, calls…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
European Stocks: Reasons to Reconsider
European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
International Equities: The Diversification Argument Has More Depth Than Most Investors Realize
In the second installment of a three-part series on international equities, Artisan Partners' Portfolio Perspectives team makes a…
Warning Lights On
The global economy is moving forward with warning lights flashing.
Quality's Moment: Why the Worst-Performing Style Factor May Be the Best Opportunity in Non-US Equities
by AdvisorAnalyst Editorial Team There is a paradox embedded in the current international equity landscape. The style factor…
The Global Wealth Report 2025 by UBS: A World in Transition, With Wealth in Motion (Infographic)
Foreword: Understanding Wealth in a Changing World In the sixteenth edition of the Global Wealth Report1, UBS offers…
Strengthening the Core: Why Low-Cost ETFs Are Just the Beginning
With ETF flows hitting record highs and Canadian investors navigating a more transparent CRM3 reporting era, BMO Global…
Trading Away From The U.S.?
by Vaibhav Tandon, Senior Economist, Northern Trust Global trade patterns are evolving. o anyone going through a breakup,…
Midyear insights: Opportunities amid globalization’s discontents
As US exceptionalism faces growing scrutiny, investors have increasingly sought portfolio diversification with international exposure. This recalibration raises the critical question of which economies and regions may be best positioned to thrive under our new tariff landscape. Franklin Templeton ETFs’ Dina Ting offers some insights for the second half of the year.
The View From The Far East
by Carl Tannenbaum, Chief Economist, Northern Trust Asian economies are in the crosshairs of U.S. trade policy. There…
2024 Elections: Big Bark, Little Bite
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Policy, more likely to be dictated by…
Expanding the Hunt for Attractively Valued Equities
by AllianceBernstein Global Equity Research When global equity markets tumbled in early August, investors got a glimpse of…
A Central Bank Trifecta
by Investment Solutions Group, MFS Investment Management As of noon on Friday, global equities were modestly firmer on…
Dimensions & Insights: The US$1.7 trillion economic bloc that many miss
by Regina Curry, Chief Diversity Officer, Franklin Templeton Filling consumers’ needs can bridge communities with entrepreneurs and companies,…