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Co-CIO Andrew Krei, CFA joined Josh Lipton of Yahoo Finance to discuss why investors may want to broaden their focus beyond mega-cap AI winners and consider the growing opportunity set in international and emerging markets.
With valuations remaining attractive, global central banks leaning accommodative, and a weaker U.S. dollar creating a supportive backdrop, the case for non-U.S. exposure continues to strengthen. As markets narrow around a handful of names, diversification and relative value may matter more than ever.
Watch the full segment here.
Yahoo! Finance: Why Investors Should Broaden Focus Beyond AI
May 19, 2026 | Insights
With valuations remaining attractive, global central banks leaning accommodative, and a weaker U.S. dollar creating a supportive backdrop, the case for non-U.S. exposure continues to strengthen. As markets narrow around a handful of names, diversification and relative value may matter more than ever.
Watch the full segment here.