5min snip

Odd Lots cover image

Meb Faber on the Big Bear Market in Diversification and Tactical Allocation

Odd Lots

NOTE

Lower Fees Fuel Greater Investment Options

The investment landscape is shifting towards lower fees, fundamentally altering the quality of exposure available to investors. High fees are becoming less relevant compared to the potential for better returns provided by various strategic investment methods. The evolution of ETFs has made access to international markets and diverse sectors easier and less costly, yet many investors overlook promising opportunities outside the U.S. While U.S. companies have demonstrated exceptional earnings growth, particularly due to favorable conditions and multiple expansions, international markets possess equally compelling firms, particularly in technology and other sectors that are often neglected. A value quality strategy in emerging markets showcases the potential for significant returns, challenging prevailing biases against them. Understanding these dynamics can unearth investment avenues that yield substantial profit, highlighting the need to refocus on global opportunities that remain underappreciated.

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