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> Developed international markets look particularly attractive from an earnings momentum standpoint as we move through 2026, while emerging markets appear positioned to catch up quickly after years of underperformance.
**The Three Core Investing Principles** The report grounds its outlook in three "tried and true" principles that dictate long-term market performance: - **Earnings Growth as the Driver:** It is the *growth* of earnings, rather than the absolute level, that dictates equity performance. - **Capital Scarcity:** Return on Invested Capital (ROIC) is historically highest in areas where capital is scarce. - **Cycle…
Developed international markets look particularly attractive from an earnings momentum standpoint as we move through 2026, while emerging markets appear positioned to catch up quickly after years of underperformance.
The Three Core Investing Principles
The report grounds its outlook in three "tried and true" principles that dictate long-term market performance: