Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)
If you could buy a luxury car at half price overseas, would you hesitate? That’s how some investors view global markets right now.
Nicole Romito chats with Matthew McLaughlin, CFA, CAIA, from Diamond Hill on this all-new episode of Dollar$ and $ense. Listen as they explore the dynamics of international investing, shedding light on the overlooked value opportunities outside the U.S. Learn why international markets remain “on sale,” how geopolitical tensions (like Ukraine and Gaza) impact investor sentiment, and why active management is crucial when investing overseas.
From cultural differences in corporate governance to finding diamonds in undervalued regions, Matt offers a behind-the-scenes look at global investing strategies.
Key topics in this week’s release include:
- Europe’s new defense and infrastructure spending initiatives [00:07:00]
- Japan’s corporate governance reform [00:14:00]
- China and India’s contrasting economic dynamics [00:16:30]
- The implications of global trade deficits [00:24:00]
- How international conflicts, like those in Ukraine and Israel, impact markets [00:28:00]
- And more!
Connect with Nicole Romito:
Connect with Matthew McLaughlin:
About Our Guest:
Matt serves as a portfolio specialist for Diamond Hill and joined the firm in 2023.
Prior to joining Diamond Hill, Matt served in a number of roles, including vice president — research, for Harbor Capital Advisors from 2008 to 2016, portfolio specialist for William Blair Investment Management from 2016 to 2019, and senior vice president, regional investment consultant for Harbor Capital Advisors from 2019 to 2023. Matt has a Bachelor of Arts in finance and marketing from Loras College.
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