Watch Senior Portfolio Manager, Nigel Bliss, discusses the opportunities we see in international equities following an eventful 2025 and outlines the compelling, multi-pillar case for increasing international equity exposure.
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.
Watch as Andrew Miller, CIO-Emerging Market Equities, discusses the investment opportunity for EM investors in China particularly as the narrative of U.S. exceptionalism continues to come under pressure.
In contrast to many commentators, we increasingly think Europe is a very interesting market. Expectations have generally been compressed by a pretty weak economic backdrop and an extended period of equity market underperformance.
Q1 2025 saw Emerging Markets (EM) rise 3% in a volatile quarter dominated by geopolitical concerns and trade tariff headlines. Amongst large markets, China was the standout performer, rising 15%.
Over the past decade, the European equity market has significantly lagged behind its U.S. counterpart. This underperformance was particularly pronounced in the final quarter of 2024, in the immediate aftermath of the U.S. election.
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