EPISODE 2Finding Income
This week, Peter Cadaret welcomes Rahul Sharma, portfolio manager of Schafer Cullen’s Global and International High Dividend portfolios and the Emerging Markets High Dividend portfolio. Rahul will break down the current international investing backdrop, including the valuation disparity between U.S. and non-U.S. markets and the catalysts needed to close the gap.
He will also highlight areas of the market that have better pricing power during periods of high inflation and how clients can earn steady income when yield is scarce.
Listen to his outlook for international markets in the face of geopolitical turmoil, inflation and rising interest rates.Listen now