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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.