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Global equity markets continued to rally throughout the third quarter, with strong positive stock performance from the U.S., international developed, and emerging markets. The two biggest narratives that have unfolded recently center on the U.S. and China. Our investment strategies focus on companies that benefit from long-term secular trends and have strong competitive advantages and market positions. We have deliberately chosen companies with healthy profit margins, robust balance sheets, and consistent cash flow generation. Essentially, we have selected portfolio companies that we consider to be financially stable, even in challenging times. As a result, our portfolios have the capacity to surpass market growth rates in the long run. Read the team's full Q3 commentary and outlook. https://lnkd.in/gxsX6peg
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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
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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
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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
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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
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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
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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
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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
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