Notas del episodio
In this episode, Di Zhou, Portfolio Manager for Cambiar’s International Equity Portfolio, discusses the unique challenges and opportunities in international investing. She explores why multinational brands outside of the U.S. are becoming increasingly appealing as valuations in the U.S. stretch and shares her insights for the 2025 investment landscape.
Palabras clave
investingcambiarchinaeuropeconsumer discretionaryvalue investingvalue vs growthinternational stocksPorscheDi Zhou