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David Blanchett: Regret Optimized Portfolios, and Optimal Retirement Income (EP.254)

The Rational Reminder Podcast

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The Home Country Bias Argument

MSCI walked down this path a decade ago, I don't think they did anything with it, but like you really could create local focused indices that would give retirees a better exposure to the equity more their local equity. Does this finding dramatically change people's home country bias? If you look around the world, do you know? Not really. Small cap companies are still mostly domestic, like US especially,. It has been a larger issue for smaller countries that aren't as large of a global footprint as the US. And so I think that it does negate the need for owning an explicit sleeve international because there is significant revenue for most of these companies that is for cool.

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