
On the heels of a strong year for international equities in 2025, Andrew Wiechert, Portfolio Manager at WCM Investment Management, breaks down why developed and emerging markets remain positioned to benefit from attractive valuations and improving fundamentals in 2026 and beyond. He highlights the risks and also some of the potential competitive advantages enjoyed by active managers seeking to navigate these opportunities. ----------------------------------------------------------------...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Ep 71 | Brian Murphy | What Does AI Disruption Mean for Private Credit? | ROI Podcast

Ep 70 | Bill Housey | Has the Quality of Junk Improved? | ROI Podcast

Ep 69 | Jim Murchie | What Does AI Demand and a War in Iran Mean for Utilities and Energy? | ROI Podcast

Ep 68 | Bob Stein | How Will the War in Iran Impact the Economy and Elections? | ROI Podcast
Free AI-powered recaps of First Trust ROI Podcast and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.