Non-U.S. Equities: Separating Fact From Sentiment

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Thursday, May 26, 2022

12:00 PM EDT | 9:00 AM PDT

60 minutes

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Matt Burdett, Lei Wang, CFA, Charles Wilson, PhD

Non-U.S. equities have underperformed their domestic counterparts for over a decade. Unsurprisingly, this has led investors to overweight the U.S. in their portfolios. At Thornburg, we believe opportunities still exist if you’re willing to separate fact from sentiment. Join our panel of experts as they discuss:

  • The investment opportunities emerging from the Ukraine conflict
  • Where China fits into the vast opportunity set of emerging markets​​​​​
  • Insight on why non-US equities for the long-term

 

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Speakers

Matt Burdett Headshot

Matt Burdett
Portfolio Manager and Managing Director
Thornburg Investment Management

Matt Burdett is portfolio manager for Thornburg Investment Management. He rejoined the firm in 2015 as an associate portfolio manager and was promoted to portfolio manager in 2018. Matt spent several years as a senior vice president and portfolio manager at PIMCO, where he co-managed various dividend-oriented strategies. Prior to his time at PIMCO, Matt worked as an equity analyst at Thornburg.

Matt was director of healthcare investment banking at CIBC World Markets / Oppenheimer prior to joining Thornburg in 2010. Earlier in his career, he was a medicinal chemist at Sunesis Pharmaceuticals. Matt holds an MBA from the Marshall School of Business at the University of Southern California and a bachelor's degree in chemistry from the University of California, Berkeley.

Lei Wang, CFA Headshot

Lei Wang, CFA
Portfolio Manager and Managing Director
Thornburg Investment Management

Lei Wang is portfolio manager for Thornburg Investment Management. He joined Thornburg Investment Management in 2004 as associate portfolio ­manager and was promoted to portfolio manager in 2006.

Lei holds a BA and an MA from East China Normal University and an MBA from New York University. He is a CFA charterholder. Prior to joining Thornburg, he served as an associate for Deutsche Bank as well as for Enso Capital Management. He has also worked as a bank supervision manager at China’s central bank.

Charles Wilson, PhD Headshot

Charles Wilson, PhD
Portfolio Manager and Managing Director
Thornburg Investment Management

Charlie Wilson is portfolio manager for Thornburg Investment Management. He joined the firm in 2012 as ­associate portfolio ­manager and was promoted to portfolio manager in 2014.

Charlie earned a BS in geology from the University of Arizona in Tucson and a PhD in geophysics from the University of Colorado in Boulder. Prior to joining Thornburg, Charlie served as co-portfolio manager for Marsico Capital Management in Denver, Colorado. He was responsible for portfolio investments across multiple strategies and geographies, with specialization in materials, energy, technology, and payments sectors.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.