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April 28, 2019

Investors remain wary of equities in the Europe, Australasia and Far East (EAFE) regions and argue over whether the allocation to EAFE equities is still justified, particularly given various downside risks. Research has indicated that investors in equities of those reg...

April 25, 2019

Investors might already know the major impact foreign investors have on Japan’s equity market. Japanese equity returns tend to have a relatively strong correlation with the net inflows or outflows of foreign investors. This was witnessed in 2018 when Japanese equities...

April 6, 2019

Keith Knutsson of Integrale Advisors states "The US benefits from long-term structural advantages through its investment-friendly economy. A level of innovation and productivity, favorable demographics and its strong institutions are all factors that support better-qua...

April 1, 2019

Favorable economic data over the last decade, paired with a benign inflationary backdrop, has enabled US companies to generate a stronger earnings recovery over this cycle than other countries and regions. Earnings in the US are 71% above their pre-crisis peak, compare...

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