Capital Ideas™ 
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Global Equities
The case for international investing
Gerald Du Manoir
Equity Portfolio Manager
Rob Lovelace
Equity Portfolio Manager and Chair, Capital International, Inc.
David Polak
Equity Investment Director
December 4, 2019

International equities have trailed U.S. markets over the past decade, leading many investors to wonder why they should bother investing outside the U.S. But index-based returns can be deceiving, especially when you consider international opportunities on a company-by-company basis. Read and listen to discover why long-term investors should consider more — not less — international in their portfolios.


You’ll learn:

  • Why relying on international stocks for diversification isn’t as simple as it used to be
  • Why a company’s source of revenue is more important than its geographic location
  • Which industries hold the most intriguing opportunities in Europe, China, Japan and elsewhere

Read the materials and listen to the podcast below, then take the CE credit quiz to earn one hour of CE credit for CFP and CIMA designations.


Gerald Du Manoir is an equity portfolio manager with 34 years of industry experience (as of 12/31/2023). He holds a degree in international finance from the Institut Supérieur de Gestion in Paris.

Rob Lovelace is an equity portfolio manager and chair of Capital International, Inc. He has 38 years of investment industry experience (as of 12/31/2023). He holds a bachelor’s degree in mineral economics from Princeton University. He also holds the Chartered Financial Analyst® designation. 

David Polak is an equity investment director with 40 years of experience (as of 12/31/2023). He holds a bachelor’s degree in economics from University College London graduating with honors.

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