J.P. Morgan's Gabriela Santos Likes International Stocks for 2024 | #513
The Meb Faber Show - Better Investing
Allocation to Small Caps and International Stocks
The speakers discuss the allocation to small caps in investment portfolios, caution against overweighting small caps, and recommend building a strategic allocation to small caps while favoring large caps. They also discuss the potential for international stocks to outperform US stocks in the future and highlight factors that could drive international stock performance. The chapter ends by mentioning recent positive flows into international stocks.
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