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Non-U.S. stocks begin to make their case
Manage episode 438536025 series 1288112
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.
22 tập
Manage episode 438536025 series 1288112
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.
22 tập
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