Our Thoughts on Global Equity Markets for 2026: Part Two – International Equities: “Skate to Where the Puck is Going to Be, Not Where it Has Been” – Wayne Gretzky
As global equity markets look ahead to 2026, shifting dynamics beyond the United States are becoming increasingly relevant. With currency trends, valuation differentials, and earnings expectations evolving across regions, international equities may offer meaningful opportunities for investors willing to look forward rather than backward. In this context, anticipating where future growth may emerge—rather than relying on past leadership—becomes central to navigating a more globally balanced investment landscape.
