While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, David Lebovitz is joined by Tim Woodhouse, a Portfolio Manager in our International Equity Group, to discuss cross-border investing, valuations, sector themes, corporate governance and more.
Timestamps:
(00:00) Introduction
(6:50) Macroeconomic backdrop
(9:25) Opportunities in European markets
(13:38) Opportunities in Japanese markets
(21:05) Risks in international investing