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Midcaps, AI, and Apple's New Headset

Barron's Streetwise

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The Value of International Equity Exposure

Within US markets we tend to be very US-centric, very home biased. We actually believe that there's value in adding international equity exposure for a couple of reasons. The other thing is this balance of US equities really rose to be as high as 63% of global market capitalization last year and only 50% of profits. Said another way, international equities are effectively trading at a 40% discount.

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