Time to go abroad - Why international?
A number of factors have converged to increase the likelihood of a regime change looking forward, particularly from the perspective of an International Value based investor.
US dollar based investors have long questioned the merits of international equity allocations and understandbly so. Over the past decade, a home market bias has been handsomely rewarded. However, the best time to reassess time tested allocation frameworks is often when investors least feel the need to do so. A number of factors have converged to increase the likelihood of a regime change looking forward, particularly from the perspective of an International Value based investor.
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The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.