A long cycle of U.S. equity outperformance over international equities has left investors wondering, “Why add international stocks to a portfolio?” However, as the global economy has turned a corner, so have prospects for international equities. In fact, more than half of the 50 top-performing companies this year are located outside of the U.S. And In addition to favorable valuations, an improving economic backdrop and positive fundamentals should highlight plenty of opportunities across the globe.
On this episode, Dr. David Kelly is joined by Gabriela Santos, Chief Market Strategist for the Americas here at J.P. Morgan Asset Management, to share her views on the benefits of allocating internationally.
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Timestamps:
Introduction (00:00)
Growth and inflation (00:57)
The U.S. dollar (2:49)
International equity valuations (5:05)
Investing in China (7:29)