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.
Despite the relative outperformance of non-US markets compared to the US market in 2025, we continue to see differentiated and compelling opportunities outside of the US.
For decades, U.S Treasuries have been the cornerstone of fixed income portfolios, serving as the global benchmark for safety and liquidity.
Global equity markets have risen strongly year-to-date, extending a rally that has seen the MSCI World Index reach multiple new highs.
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.
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