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Non-U.S. stocks begin to make their case
Manage episode 438497806 series 3311101
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Portfolio Managers Julian McManus and Christopher O’Malley join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss their outlook for non-U.S. equities, pointing out that valuations, elevated interest rates, and artificial intelligence (AI) are among many tailwinds for the asset class.
Note: This episode was recorded at the end of July, before the market pullback on August 5. However, the views shared during the discussion have not changed.
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