Watch as Senior Portfolio Manager, Nigel Bliss, discusses the investment case for international equities, including how Europe’s long-overlooked equity market is staging a quiet comeback—driven by fading headwinds, improved policy signals, and deeply discounted valuations.
Despite recent market strength, we believe compelling opportunities exist in defensive segments with attractive valuations and resilient long-term return potential.
India continues to offer strong long-term potential, with a growing economy and deepening markets, though high valuations remain a key challenge for value investors.
Despite recent market strength, led largely by cyclical stocks, we continue to find compelling opportunities — particularly in defensive segments.
Markets have staged an impressive rebound since April, but the underlying macro picture is far from resolved.
A weakening US dollar historically creates a fertile backdrop for emerging market assets, driven by enhanced capital flows, commodity tailwinds, and improved debt dynamics.
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