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.

International Equity Investment Outlook – Q3 2024
Recent equity market volatility has led some to question the Japanese equity market renaissance. In this paper, we revisit the rationale for our positioning in Japan and to consider what, if anything, has changed more recently.


