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

  • 2025/04/15
  • 再生時間： 33 分
  • ポッドキャスト

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

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  • 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/
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あらすじ・解説

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/
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