20min chapter

Excess Returns  cover image

Do You Really Need International Diversification? 10 Top Investors Debate

Excess Returns

CHAPTER

Rethinking International Diversification

This chapter delves into the complexities of defining international exposure in investing, debating the effectiveness of U.S. multinationals as a substitute for true global diversification. The speakers analyze various scenarios, historical trends, and the potential risks associated with currency fluctuations, prompting a reevaluation of traditional investment strategies. Ultimately, they highlight the need for a long-term perspective and strategic considerations when navigating the landscape of international versus U.S. equity markets.

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