For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.
In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.
By: David Bianco
Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds
Can global central banks really engineer a smooth end after a turbulent pandemic ride? South Korea’s property markets may offer some fascinating glimpses at the future.
Japan's economy is up and running, companies are making money and increasingly thinking about shareholders, and now the recent slide in share prices may offer a better entry point.
