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David Herro and Rajiv Jain: Should US Investors Renew Their Passports?

The Long View

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Navigating Challenges in International Equity Allocations

Financial advisors discuss the hurdles in maintaining international equity positions compared to US equities, emphasizing the importance of diversification for long-term returns amidst market fluctuations. They explore the performance disparities, currency impacts, and valuation factors between international and US stocks, offering insights into managing currency exposures and incorporating bottom-up analysis in investment decisions. The chapter also sheds light on investing in China, evaluating state-owned enterprises and private sector companies while highlighting concerns over government policies and shareholder interests.

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