Schwab Network Emerging Markets Opportunities After U.S./Ukraine Meeting
16 snips
Mar 3, 2025 
In this discussion, Scott Ladner, the Chief Investment Officer at Horizon Investments, shares his insights on the recent market dip, viewing it as a prime buying opportunity. He emphasizes the historical outperformance of international markets during challenging U.S. political climates. Ladner also analyzes the fallout from the U.S./Ukraine meeting, humorously noting how unpredictable political scenarios can be. Throughout, he advocates for cautious optimism, particularly in emerging markets, along with a strategic approach to investing amid volatility.
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Market Sentiment and Buying Opportunity
- Market sentiment is currently very negative, even illogically so.
- This negativity presents a buying opportunity, as seen in Friday's rally.
Emerging Markets Opportunity
- Consider adding emerging market exposure to your portfolio.
- International equities, particularly in emerging markets, may outperform as in Trump's first term.
Trump's Unpredictability
- Zelensky's Oval Office visit suggested an impending deal with Trump.
- The meeting's failure highlights Trump's unpredictability, impacting market volatility.