It’s been eight years since the financial crisis and Great Recession. The economy seems to be humming on all cylinders. We have experienced remarkably little volatility in the financial markets, despite a swirl of chaos in Washington, a string of deadly natural disasters, and unusually high geopolitical risk. From hurricanes, earthquakes, and wildfires to a tragic shooting to the existential threat of nuclear war to more mundane issues like a..
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North Korea's nuclear bomb test on Sunday, coming on the heels of its earlier ballistic missile launch over Japan, along with the Trump administration’s tough talk in response, rattled global stock market investors. Most markets across Asia declined on Monday following the missile test. Japan's Topix index ended the session 1% lower, while South Korea's Kospi index dropped 1.2%. Hong Kong's Hang Seng index declined 1%, although, surprisingly,..
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The U.S. has been the best house on the block. U.S. stocks have significantly outperformed international stocks since the financial crisis. But this year, for the first time in a long time, international markets are outperforming the U.S. Our lonely stock market rally is not so lonely any longer. Are we on the verge of a change in leadership? Is it time to dust off the passport in search of overseas opportunities?
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