International Equity Insights
Non-US equities, particularly large-cap value stocks, serve as stabilizers in multi-asset portfolios, performing better during market downturns. Japan stands out as an attractive market due to sustainable inflation driving earnings, improved corporate governance, and a shift in pension fund strategies towards equity investment. With the potential for significant capital expenditures, Japan may finally break its three-decade slump, making it a compelling option for investors.In this clip
From this podcast
Odd Lots
Jim Caron on the Market Selloff and the Fed's Historic Adjustment
Related Questions
Should I incorporate international stocks and bonds in my portfolio?
Should I incorporate international stocks and bonds in my investment portfolio?
Is there any benefit to owning international stock or bond indices as discussed in the episode Talk Your Book: International Investing and the clip Global Investment Strategies?