International Investment Insights
Holly discusses the importance of rolling six-month periods for evaluating investment performance, highlighting how adding quality and momentum can enhance value exposure. The conversation shifts to the stark performance disparity between U.S. and international stocks, with a notable trend of outflows from European-focused ETFs. Michael raises the question of whether lower valuations overseas present a compelling case for international investment, prompting a deeper exploration of market comparisons.In this clip
From this podcast
Animal Spirits Podcast
Talk Your Book: International Investing
Related Questions
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