International earnings accelerating, diversify from US
International equities offer more than just valuation appeal; they are also in their second year of positive earnings momentum. With US markets heavily concentrated (top 10 names 30% of S&P, US >60% of global), reallocating into international and emerging markets provides diversification and growth.
International earnings accelerating, diversify from US
International equities offer more than just valuation appeal; they are also in their second year of positive earnings momentum. With US markets heavily concentrated (top 10 names 30% of S&P, US >60% of global), reallocating into international and emerging markets provides diversification and growth.