International Equities: Why It Shouldn’t Be a “Wait-and-See”

Thursday, June 20, 2019

2:00 PM EDT | 11:00 AM PDT

60 minutes

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With U.S. equities now having outperformed their international counterparts in recent history, there have been plenty of discussions on how expensive the domestic stock market has become. Yet, many investors seem reluctant to allocate to companies abroad, shrugging off elevated valuations for U.S. stocks and any negative news fairly quickly. In this webcast, we will share:

  • Our insights on why non-U.S. stocks deserve a meaningful allocation in a balanced equity portfolio; and
  • Why now may be a good time to break away from the herd.

Jeff and Matt will be available to answer attendees’ questions during the webinar.

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FOR INVESTMENT PROFESSIONAL USE ONLY.

 

This material is intended for informational purposes only. The information provided in this material should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any security transactions, holdings, or sectors discussed were or will be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance discussed herein. Portfolio holdings and allocations are subject to change at any time. Strategies discussed herein are subject to change at any time by the investment manager in its discretion due to market conditions or opportunities. Market conditions may impact performance. International and emerging markets investing is subject to certain risks such as currency fluctuation and social and political changes; such risks may result in greater share price volatility.

 

The foregoing reflects the thoughts and opinions of Brandes Investment Partners® exclusively and is subject to change without notice. Brandes Investment Partners® is a registered trademark of Brandes Investment Partners, L.P. in the United States and Canada.

Speakers

Jeffrey Germain, CFA Headshot

Jeffrey Germain, CFA
Director, Investments Group
Brandes Investment Partners

Jeff Germain is a Senior Analyst on the Basic Materials Research Team, a member of the International Large-Cap Investment Committee and a limited partner of the firm’s parent company. Prior to joining Brandes, he was a Financial Analyst with Harcourt and the CFO of Golf Destinations.

Mr. Germain earned his BS in business administration with a concentration in finance from the University of North Carolina at Chapel Hill. His relevant experience began in 2001, when he joined Brandes Investment Partners.

Matthew C. Johnson, JD Headshot

Matthew C. Johnson, JD
Director, Private Client Sales
Brandes Investment Partners

Matthew Johnson is the Director, Private Client Sales, at Brandes Investment Partners. His responsibilities includes sales management, product distribution, and business development, as well as developing strategy and planning and executing the firm’s field sales efforts. Previously, Mr. Johnson was a Product Manager for Brandes’ Global, Global Balanced, and U.S. Equity strategies. He also held the position of Brandes’ Regional Director of Marketing and Client Services. Mr. Johnson received his JD from Santa Clara University and is a graduate of the University of Notre Dame. His relevant experience began in 1993 and he joined Brandes the same year.