Finding Value in International Equity Markets
David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.
- David Herro discusses how volatility creates opportunities for active investors.
- Topics include: Active management, value investing, global growth, an outlook for international equities, European equities, currencies, and trade wars.
- Talk of tariffs may negatively affect markets in the near term, creating value opportunities for investors, while remaining unlikely to have a permanent impact on cash flow streams and business value.
- Whereas passive managers invest largely on price movements, active managers work to evaluate long-term business fundamentals and invest in value.
This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed-income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Stocks are volatile and can decline significantly in response to broad market and economic conditions. Value investing carries the risk that a security can continue to be undervalued by the market for long periods of time.
Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.
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