Article in Kiplinger: International Stocks Present a Compelling Opportunity
Just published an article today in Kiplinger. The valuation disparity between US equities into global shares is hard to ignore, and YTD fund flows and relative performance seem to demonstrate that the rotation is underway.
International Stocks Present a Compelling Opportunity
Many signs are pointing overseas for U.S. investors right now. Here’s why.
Since the Great Recession, U.S. equities have been the place to be, especially over the last few years, as the U.S. economy moved upward while European and emerging markets economies struggled for a toehold, reeling from slowing growth and the end of the commodities boom.