The Lebenthal Report Episode #169: The Global Comeback - Why International Markets are Outperforming in 2025

After years of lagging behind, international equities are making a powerful return — with the MSCI EAFE up 27% and Emerging Markets up 33.5% this year.

On this episode of The Lebenthal Report, hosts Michael Hartzman and Dominick Tavella sit down with Anjali Balani, Managing Director at JPMorgan Asset Management, to break down the drivers behind the surge:

✅ The “CVS” framework — Currency, Valuation, Sentiment

✅ The weakening U.S. dollar’s impact on global returns

✅ Why Europe, Japan, and Korea are becoming equity bright spots

✅ How investors can strategically rebalance for global diversification

🎧 Listen now to explore where the next wave of market growth may come from .

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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/

The Lebenthal Report Episode #104: Dana Investments Mid-Year Update

On this episode of The Lebenthal Report, we delve into a comprehensive mid-year market update. Michael and Dominick are joined by expert guest, Greg Dalhman, CFA, Senior Vice President and Portfolio Manager from Dana Investment Advisors. Greg provides listeners with valuable insights into the latest trends, shifts, and developments shaping the global market landscape. Tune in to hear a breakdown of key sectors, performance indicators, and emerging opportunities that have defined the first half of the year. Whether you're an investor, a business owner, or simply curious about the economic outlook, this episode equips you with the knowledge and strategies to navigate the rest of the year successfully. Now available on VoiceAmerica, YouTube, Spotify and Apple Podcasts.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

The Lebenthal Report Episode #66: A Global Perspective from Schroders

On this week’s Lebenthal Report, Michael Hartzman welcomes back returning guest, Jonathan Mackay. Jon is Head of Sales, US Intermediary Investment Strategists at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediaries in the Northeast region. Jon gives his perspective about global markets and the effect a US recession would have around the world.

The Lebenthal Report Episode #18: Discussion of the Global Picture and Insides ETFs

Episode eighteen of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Leila Heckman, Ph.D., Senior Managing Director DCM Advisors. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine, Herb Blank.