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Non-U.S. stocks begin to make their case

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Manage episode 438536025 series 1288112
Content provided by Janus Henderson Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Janus Henderson Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

23 episodes

Artwork
iconShare
 
Manage episode 438536025 series 1288112
Content provided by Janus Henderson Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Janus Henderson Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

23 episodes

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