VIRTUAL EVENTS

A New Dawn for Non-US Stocks? Rethinking Equity Allocations

For years, investors were penalized for having higher allocations to non-US stocks in a US- dominated market. Now, the tables may be turning. The US is coming off a period of remarkable equity market dominance. Over 11 of the past 15 years, US equities outpaced their non-US peers—sometimes by sizable margins.

But last year, the pattern reversed dramatically.

Are we in a new dawn for international stocks? Time will tell, but we believe conditions are favorable for investors looking to diversify US-heavy allocations in 2026 and our unique approach of focusing on quality, stability and price creates a more consistent pattern of return with less volatility for clients looking to invest outside the US. Join us on Wednesday, April 1 at 11:30 a.m. CT where we will look further into this differentiated way of investing outside the US.

April 1, 2026
9:30a PT | 12:30p ET
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SUMMARY

Topics covered will include:

  • What drove US exceptionalism over the last decade and the pieces in place that are shifting the balance of power
  • Understand how our approach shapes a consistent pattern of returns for clients
  • Explore real examples of areas across developed markets we find attractive and why
  • How our differentiated international equities strategy fits in your portfolio

SPEAKERS

Brian Holland, CFA

Portfolio Manager, Global and International Strategic Core Equities; Senior Research Analyst—Strategic Core Equities
AllianceBernstein

Casey Hatch

SVP/MD, Head of Equity BD, Americas
AllianceBernstein

Roxanna Islam, CFA, CAIA

Head of Sector & Industry Research
VettaFi

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