MLD Market Update July 2025 - Allocator's Perspective - Guardian Capital - International Equities
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MLD Market Update July 2025 - Allocator's Perspective - Guardian Capital - International Equities
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In this special Allocator’s Perspective edition of Money Matters, Chad Larson, Senior Portfolio Manager and Founder of MLD Wealth, sits down with Andrew Cox, Senior Portfolio Manager at Guardian Capital LP. Together, they explore why international equities are finally having a moment—and why ignoring them may be a costly mistake.
From Japan’s corporate reform and Europe’s industrial resurgence to sector-level tailwinds in defense, infrastructure, and energy, this conversation delivers deep insights into global opportunities. Chad also breaks down MLD Wealth’s rigorous manager selection process, while Andrew explains Guardian’s “Quadrant System” and conviction-driven investment philosophy.
Tune in to hear:
- Why international stocks are trading at compelling valuations
- Where the real growth stories are outside the U.S.
- How Guardian is navigating macro risks, FX moves, and geopolitics
- And why now may be the most important time in a decade to diversify globally
This episode is a must-listen for any allocator or investor seeking perspective beyond the U.S. border.