Fears of a further escalation of the conflict have contributed to a risk-off move in markets. But international crises tend to have only a brief impact on markets, so we caution against exiting stocks. Instead, we favor alternative strategies to improve the resilience of portfolios, while enabling investors to participate in market rebounds.
In this video, guest host Ainsley Carbone is joined by Matt McLennan from First Eagle to share some insights on international markets.
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