If you could buy a luxury car at half price overseas, would you hesitate? That’s how some investors view global markets right now.
Nicole Romito chats with Matthew McLaughlin, CFA, CAIA, from Diamond Hill on this all-new episode of Dollar$ and $ense. Listen as they explore the dynamics of international investing, shedding light on the overlooked value opportunities outside the U.S. Learn why international markets remain “on sale,” how geopolitical tensions (like Ukraine and Gaza) impact investor sentiment, and why active management is crucial when investing overseas.
From cultural differences in corporate governance to finding diamonds in undervalued regions, Matt offers a behind-the-scenes look at global investing strategies.
Key topics in this week’s release include:
- Europe’s new defense and infrastructure spending initiatives [00:07:00]
- Japan’s corporate governance reform [00:14:00]
- China and India’s contrasting economic dynamics [00:16:30]
- The implications of global trade deficits [00:24:00]
- How international conflicts, like those in Ukraine and Israel, impact markets [00:28:00]
- And more!