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International Equities: Schafer Cullen’s Case for the Ongoing Opportunity

International equities have posted strong returns of late, but Schafer Cullen’s Pravir Singh argues the opportunity is far from exhausted. With U.S. portfolios concentrated in AI-driven tech stocks, Singh explores why valuation discounts persist abroad, where global competitive advantages reside, and why active management matters more than ever in dividend-focused international strategies. From currency dynamics to political risk assessment, Singh outlines a multidimensional case for ex-U.S. exposure.