2025-10-29 03:45:00 ET

Transcript

Anu: After years of US exceptionalism, early 2025 brought glimmers of European momentum with pockets of upgrades and strong sales surprises, but enthusiasm faded by late summer as revisions turned lower and policy signals grew murkier. So why did Europe's multiple-led rally prompt a reassessment, which non-US markets look compelling today? And how is the emerging markets landscape evolving across asset classes?...

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