Straight Talk
If International Is in, Is US Out?
May 5, 2025
Join Brad Rutan, Jenine Garrelick and Nick Paul as they discuss if recent US volatility means the ascendance of US equities is over.
Speakers
Brad Rutan, CFA
Market Strategist
Jenine Garrelick, CIMA®
Senior Managing Director
Mike Dembro
Lead Investment Strategist
If International Is in, Is US Out?
Join Brad Rutan, Jenine Garrelick and Nick Paul as they discuss if recent US volatility means the ascendance of US equities is over. The questions being asked are:
- Investors have been waiting for a prolonged period of international stock outperformance. Are we there yet?
- In which countries and sectors are we finding the best opportunities today?
- What macro factors could help sustain non-US stock performance in the coming years?
Recorded on May 5, 2025
Other Available Straight Talk Episodes
Watch
Do Tariffs Mean Turmoil?
June 24, 2025
Brad Rutan, Jenine Garrelick and Mike Dembro will discuss tariffs and where MFS is looking for opportunities.
Watch
What Does Your Value Fund Believe In?
June 24, 2025
Why understanding the beliefs of your value fund matter.
General Insight
Midyear Update: A Look Back to Move Forward
June 13, 2025
This episode will be focused on taking a look back at this year's events and their impact on markets and macros.
61689.3