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Dan Boston: Volatility, Valuation, and the International Opportunity Set

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Manage episode 477191358 series 92688
Content provided by CFA Institute. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Institute or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Dan Boston, Lead Manager of Polar Capital’s International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds amid sharp market volatility following President Trump’s announcement of sweeping new tariffs. With global markets down significantly, Dan and Mike explore the broader implications for asset classes including U.S. treasuries, oil, and international stocks. Tune in for a timely discussion on where global opportunities may lie in today’s unsettled investment landscape.

This podcast is sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern fundamental research. Check them out at https://fintool.com/

  continue reading

536 episodes

Artwork
iconShare
 
Manage episode 477191358 series 92688
Content provided by CFA Institute. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Institute or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Dan Boston, Lead Manager of Polar Capital’s International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds amid sharp market volatility following President Trump’s announcement of sweeping new tariffs. With global markets down significantly, Dan and Mike explore the broader implications for asset classes including U.S. treasuries, oil, and international stocks. Tune in for a timely discussion on where global opportunities may lie in today’s unsettled investment landscape.

This podcast is sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern fundamental research. Check them out at https://fintool.com/

  continue reading

536 episodes

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