Global/Cross-Border Investments Webcast

Sunrise on Venus: A New Dawn for International (ex-U.S.) Equities

Free to International Foundation and ISCEBS members

On Venus, a single day lasts nearly four months. The U.S. market has been in the midst of a Venus-like day in the sun in recent years, while investors in ex-U.S. markets have endured a long period of darkness. But markets move in cycles. If the sun is indeed rising on Venus, we believe:

• It will create compelling opportunities to diversify outside the U.S.
• Stock selection will be the primary driver of added value for international (ex-U.S.) markets
• Investors will gain exposure to more attractive currencies than the U.S. dollar.

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  Chris Horwood

  Head of Institutional Business, Canada

  Orbis Investments