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ADTTF - Calamos International Growth Fund Q1 2025 Commentary
Advantest Corporation
2025-06-25 00:10:00 ET
Market Environment
During the first quarter of 2025, global markets sharply and quickly reflected the possible commencement of an inflection in investor sentiment to favor ex-US markets over the long-preferred US market. After years of US and foreign investors building up exposure to the US market, tariff and fiscal policy developments may be catalysts for capital migration out of the US and into ex-US markets at the margin....