Video: The 40% Conundrum (Navigating with Limited Visibility)

International markets provide access to unique companies, more opportunities to find mispricing and diversification away from highly concentrated U.S. equity markets. Learn how Global Opportunity uncovers high-quality companies trading at meaningful discounts around the world.

Despite improving recent ceasefire and prospects for peace, oil prices are likely to stay elevated as infrastructure is rebuilt and reserves are replenished. In the near term, higher fuel costs may pressure industrial demand in markets reliant on long-haul trucking. Over the medium to long term, however, supply-chain resiliency, defense spending, and AI-driven e-commerce growth should support incremental industrial demand.

In this video, we highlight five important themes, amongst others, that we see across the global investment landscape.

For decades the U.S. was the architect and anchor of a rules-based global system. But as Washington’s economic engagement with the world becomes driven more by national priorities rather than institutional commitments, the rest of the world is quietly building buffers and hedging U.S. dependency. As Jitania Kandhari explains, this is not the end of globalization, but the gradual de-Americanization of it.