The Global Comeback

Update: 2025-11-04

Description

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.

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