Episode 22 : 02/01/2017

International investing themes for 2017 and beyond

ep-22-international-investing-outlook-header

Tony Cousins MA (Hons), CFA

CEO & CIO, Pyrford International

Hosts:

Matt Smith
Managing Director
BMO Global Asset Management

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

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Thank you for your interest. We look forward to helping enhance your client conversations.

International investing themes for 2017 and beyond

Investors allocate to international equity for a number of reasons – diversification, growth potential, low correlation to U.S. markets. But investing in these markets recently hasn’t been a cakewalk. Investors and their advisors must consider the global themes and economic uncertainties that could impact long-term returns.

To uncover what is behind these themes, we speak with Tony Cousins, Chief Executive and Chief Investment Officer of Pyrford International. Tony has been investing in international markets for more than 20 years and recently authored a paper on the major themes for 2017 and beyond. We’ll talk about the case for equities, the case for value, and the opportunities in Asian countries. We’ll also discuss international events such as Brexit and European populist movements that will shape 2017.

In this episode:

  • What will happen when interest rates normalize
  • The effect of European populism movements
  • Where to find value in your international allocation
  • The productivity growth in Asia

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