Global Perspectives
Global Perspectives
Janus Henderson Investors
Are we seeing a regime shift between U.S. and non-U.S. stocks?
16 minutes Posted Jun 10, 2025 at 7:00 am.
0:00
16:57
Download MP3
Show notes

How policy changes might prove to be the catalyst for a switch in global equity leadership. Portfolio Managers Julian McManus and Chris O’Malley explore whether this year’s outperformance by ex U.S. stocks can continue and the implications for investors.