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Webinar
U.S. vs. international and emerging markets stocks
SPEAKERS
Dawid Justus
Portfolio Manager/Analyst
Lisa Thompson
Portfolio Manager

 


International equities have remained in focus in 2026, as market leadership broadens beyond the U.S. and opportunities continue to emerge across regions.

Join portfolio managers Lisa Thompson and Dawid Justus as they assess how international and emerging markets stocks have fared versus U.S. stocks so far in 2026. What are the trends and what could this mean for long-term strategies?

You’ll get perspective on:

  • What may be driving the gap between U.S., international and emerging markets equity performance
  • How valuations, earnings and policy shifts may influence global market leadership in 2026
  • Where opportunities are emerging across regions
  • What these trends could mean for long-term investors

 

Date and time:

Thursday, June 23, 2026
11 a.m. PT / 2 p.m. ET
Duration: 60 minutes

 



Dawid Justus is an equity portfolio manager with 27 years of industry experience (as of 12/31/2025). Dawid holds an MBA with high distinction from Harvard Business School and an undergraduate degree in accounting from the University of Stellenbosch, South Africa.

Lisa Thompson is an equity portfolio manager with 38 years of industry experience (as of 12/31/2025). She holds a bachelor’s degree in mathematics from the University of Pennsylvania and the Chartered Financial Analyst® designation.


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