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The Great Rotation: Why Global Stocks Are Beating the U.S.
For years, U.S. markets felt unstoppable. Now the script is flipping.
On this episode of In the Money with Amber Kanwar, Matthew Strauss, SVP, Portfolio Manager & Lead – Global Equities at CI Global Asset Management, makes the case for rotating into global and emerging market equities. After years of American dominance, Matthew argues that stretched U.S. valuations, crowded positioning, and a shifting growth differential are finally pushing investors to look abroad.
Matthew, who has been investing in emerging markets since the 1990s, breaks down how the asset class has matured — from serial…
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