Diana Wagner

U.S. equity portfolio manager with deep experience in technology, healthcare and industrials, speaking about AI, industrials, and portfolio positioning.

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Oct 30, 2025 • 33min

U.S. versus non-US equities: Is the tide turning?

Join portfolio managers Chris Thomsen and Diana Wagner as they dive into the shifting dynamics of global equities. Chris discusses the promising outlook for non-U.S. markets, highlighting valuation gaps and structural catalysts in Europe and Asia. Diana shares insights on the U.S. landscape, emphasizing a broadening market beyond tech and the investment potential in AI and industrials. The duo explores strategies for adapting portfolios in the face of changing global trends, making this discussion essential for savvy investors.

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