Chautauqua Capital Management

Market cycles change over time. We believe there are many strong market indicators that could lead to international equities outperforming U.S. equities in the near future including volatility in the U.S. dollar. Read our full perspective in, A World Full of Opportunities. https://lnkd.in/gXVxX_sK

David Lubchenco, partner at Chautauqua Capital Management, was recently featured on the Money Life podcast to discuss potential market indicators that may lead to international equities outperforming U.S. equities. Click here to listen more: https://bit.ly/3Y0mBRL

Global equity markets continued to appreciate during the second quarter, fueled by artificial intelligence (AI). It has supercharged the performance of U.S. stocks due to heavy representation in the U.S. index. In their Q2 outlook, the team at Chautauqua Capital notes that global economic growth looks to be steadying, following several years of negative shocks and despite the current environment of elevated interest rates and heightened geopolitical tensions. Read their full outlook. https://bit.ly/3Y6XIE7

What could drive change in market performance leading to international equities outperforming U.S. equities? Chautauqua Capital believes projected elevated growth rates for countries outside of the U.S. is one such indicator. Our team provides a full analysis on why allocating to international equities provides A World Full of Opportunities. https://lnkd.in/gXVxX_sK

We believe there are many strong market indicators that could lead to international equities outperforming U.S. equities in the near future. Factors that could drive this shift include historically high valuations for U.S. equities, higher projected growth rates for regions outside the U.S., and weakening of the U.S. dollar. Our team provides a full analysis on why allocation to international equities provides A World Full of Opportunities. https://lnkd.in/gXVxX_sK

Global markets are fluid and present a world of opportunities for return enhancement and diversification. However, investors may be hesitant to allocate globally just based on the U.S. equity market’s strength in recent years. In our team’s latest insights, we explore why investors should consider maintaining or initiating an allocation to global markets and present three strong market indicators that could lead to international equities outperformance in the future. Read A World Full of Opportunities to learn more. https://bit.ly/3W17aHp

Global markets are fluid and present a world of opportunities for return enhancement and diversification. However, investors may be hesitant to allocate globally just based on the U.S. equity market’s strength in recent years. In our team’s latest insights, we explore why investors should consider maintaining or initiating an allocation to global markets and present three strong market indicators that could lead to international equities outperformance in the future. Read A World Full of Opportunities to learn more. https://bit.ly/3W17aHp

During the fourth quarter, the risk appetite of equity markets rebounded substantially, as financial conditions loosened in November and December and reversed the tightening that occurred in October. Read more from our team in our latest Market Commentary and Outlook. https://lnkd.in/gZ3iqCDD

Third quarter 2023 ended much differently than it started as growing acceptance of globally higher rates for longer resulted in markets finishing negative. Read more from our team to find out how our International and Global Growth Funds navigated the volatile markets in our latest Market Commentary and Outlook. https://bit.ly/45xK0Kd #international #mutualfunds