After years of underperformance, international equities are surging — with the MSCI EAFE up 27% and Emerging Markets soaring 33.5% this year.
In this encore episode of The Lebenthal Report, hosts Michael Hartzman and Dominick Tavella revisit their conversation with Anjali Balani, Managing Director at JPMorgan Asset Management, to unpack the forces driving this global rally:
✅ The "CVS" framework — Currency, Valuation, Sentiment
✅ How a weakening U.S. dollar is boosting global returns
✅ Why Europe, Japan, and Korea are emerging as equity bright spots
✅ Strategies for rebalancing portfolios and capturing international growth
🎧 Tune in to catch up on insights that could shape the next wave of market opportunity!
Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at [http://www.adviserinfo.sec.gov._]www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/
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