Part 7/10:
John Thorndike from GMO stressed the attractiveness of value investments in non-U.S. markets, particularly as fiscal stimulus initiatives take hold in countries like China and Europe. He articulated a view that this trend may provide better returns than currently overvalued U.S. equities.
Louie G corroborated Thorndike’s sentiments, adding that transformations in global fiscal policies are pivoting opportunities toward international stocks, making them an appealing investment avenue moving forward.