Unlocking potential in international value and small-cap stocks

Amid shifts in global economic dynamics, international value and small-cap equities present compelling investment opportunities, particularly in Japan and South Korea. These markets offer structural advantages at attractive prices, ready to benefit from a shift in capital expenditure and a focus on tangible assets. As the landscape changes with inflation and interest rate adjustments, these equities are poised for significant growth, underpinned by a potential surge in non-tech capital expenditures and the reorientation of global supply chains. This evolving scenario represents a prime opportunity...