Many investors may not realize that their international investments have a hidden weak dollar exposure that can affect their returns and risk. Matt Wagner explains why currency-hedged positions may offer more diversification benefits and lower volatility than unhedged ones.
Read the article
One of the most important market relationships in 2024 is the rising, positive correlation between stocks and bonds. Jeremy Schwartz examines this relationship and its impact on total portfolio diversification in multi-asset portfolios and forward-looking bond yields.
Read the article
While European equity market performance has been top of mind this year for many investors as a result of dollar weakness, we think they would be remiss in not taking a closer look at some of the positive catalysts that we believe may just be getting started in Japan. Our thought leaders wrap up the four-part series on international equities with a discussion on using currency-hedged exposures and quality dividend growth strategies to invest in Japanese equities.
Read the article
Is the cycle of doggedly low levels of inflation and disinflation coming to an end for Japanese companies? In part three of the four-part series, our thought leaders continue the discussion on international equities with an analysis of the current state of Japanese equities.
Read the article
Despite a multi-year period of U.S. equity outperformance, we believe there is value in investing internationally. In part two of this four-part series, our thought leaders outline another key reason why investors should consider increasing exposure to developed international: managing risk.
Read the article
For the last decade, U.S. equities have handily outperformed. However, we feel this comparatively short-sighted period of performance-chasing misses a key consideration of prudent investing. In part one of a four-part series, Bradley Krom, Lonnie Jacobs and Brian Manby make the case for international equities.
Read the article
