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