After nearly two decades of relative underperformance, it appears the pendulum has begun to swing toward international equities.

Watch a replay of our recent webcast featuring Lazard Chief Market Strategist Ronald Temple, Portfolio Manager/Analyst Paul Selvey-Clinton, and Research Analyst Natasha Cardale as they discuss what’s driving this shift—and where we think investors should focus their attention, including:

  • Growth convergence across US and international economies
  • Potential opportunities arising from the European fiscal inflection
  • Governance reforms in Japan aimed at improving returns on capital

Speakers

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This content represents the views of the author(s), and its conclusions may vary from those held elsewhere within Lazard Asset Management. Lazard is committed to giving our investment professionals the autonomy to develop their own investment views, which are informed by a robust exchange of ideas throughout the firm. Information and opinions presented have been obtained or derived from sources believed by Lazard to be reliable. Lazard makes no representation as to their accuracy or completeness. All opinions expressed herein are subject to change.

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