Global Value & Income Dispatch
Equity Market Xenophobia: Is It Justified?
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Robert Hordon
- Investors are losing patience with underperforming international equities
- Theory, logic and experience all favor maintaining a broad-based and global opportunity set
Disclaimer
The views expressed are those of the portfolio manager as of October 2019, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
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