Investing amid Trade Wars (Sparkline Capital)
We develop a framework to measure firms’ global trade exposure based on their reliance on foreign revenues, supply…
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Macro Pulse: Soft Data, Hard Questions (New York Life Investments)
Amid rampant global policy uncertainty, investors face a difficult truth: clarity may not come soon.
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Go Small or Go Home: The Case for International and Emerging Small Cap Stocks (AQR)
This article explores why small caps, especially in the international and emerging regions, present a compelling…
AI Beneficiaries: Investing in Second-Order Effects (Morgan Stanley IM)
We believe this insight applies to AI and automation and we propose a way to systematically identify which…
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Stay ahead: Capital Group’s latest insights on today’s dynamic markets
Following recent events, the dynamic between the European and U.S. economies...
