The Global Comeback: Nov 4th, 2025 скачать в хорошем качестве

The Global Comeback: Nov 4th, 2025

After years of lagging behind, international equities are making a powerful return — with the MSCI EAFE up 27% and Emerging Markets up 33.5% this year. In this episode of The Lebenthal Report, hosts Michael Hartzman and Dominick Tavella sit down with Anjali Balani, Managing Director at JPMorgan Asset Management, to break down the drivers behind the surge: ✅ The “CVS” framework — Currency, Valuation, Sentiment ✅ The weakening U.S. dollar’s impact on global returns ✅ Why Europe, Japan, and Korea are becoming equity bright spots ✅ How investors can strategically rebalance for global diversification 🎧 Listen now to explore where the next wave of market growth may come from. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/