$VEU

The Oakmark International Equity Market Q1 2026 commentary highlights a cautious optimism for international equities, driven by favorable macroeconomic indicators and an improving outlook for earnings in key sectors. The commentary points out significant growth in Asia-Pacific markets, while expressing concerns over European inflation rates and geopolitical risks. Analysts suggest that the undervaluation of certain international stocks presents opportunities, especially in tech and consumer goods. Additionally, the firm notes potential risks due to fluctuating currency exchange rates that could impact returns. Overall, the commentary indicates a slightly bullish perspective on international investments for the upcoming quarters.