Schwab Network
Emerging Markets Opportunities After U.S./Ukraine Meeting
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.
07:42
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Quick takeaways
- Market dips are viewed as buying opportunities, particularly in emerging markets like China, following a period of extreme negativity.
- Geopolitical tensions, especially the Russia-Ukraine conflict, may impact investment strategies but are less critical for U.S. assets compared to European markets.
Deep dives
Market Sentiment and Buying Opportunities
Current market sentiment is notably low, affecting consumer, business, and investor confidence. This environment has sparked a potential buying opportunity, as seen in a market rally that occurred towards the end of the trading week. The significant sell-off led to a reallocation of portfolios, with investors looking to capitalize on emerging market exposure, particularly in China, which is signaling a shift away from its strict COVID policies. Historically, following periods of extreme negativity, such rebounds often lead to substantial gains, suggesting that current market conditions may present favorable investment possibilities.
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