For EM investors, China’s renewed confidence in its technological and industrial base — set against the backdrop of a slowly recovering domestic macroeconomic cycle — offers a compelling diversification opportunity, particularly as the narrative of U.S. exceptionalism continues to come under pressure.
Video: International Equities Update – Q4 2024
Watch as Senior Portfolio Manager, Nigel Bliss, reviews the case for international equity investing, considering current valuations and the compelling opportunities available outside the US.
