Tim Woodhouse

Tim Woodhouse, Portfolio Manager in our International Equity Group, joins David Lebovitz to discuss cross-border investing, valuations, sector themes, corporate governance, and more in the context of developed market equities. Key topics include opportunities in Europe and Japan, differences in pricing, globalization, post-COVID rebound in the Japanese economy, challenges in Europe's energy self-sufficiency, and the argument for exposure to Europe despite potential risks.