The author explicitly states a belief that "VXUS has a high potential in the coming years." The implied opportunity is that international equities (ex-US) are positioned for stronger relative performance compared to a mega-cap US stock like MSFT over the medium term. A speculative bet on mean reversion or valuation expansion in non-US markets. Continued US market dominance, dollar strength, slower growth in key international economies, geopolitical issues.
The author explicitly states a belief that "VXUS has a high potential in the coming years." The implied opportunity is that international equities (ex-US) are positioned for stronger relative performance compared to a mega-cap US stock like MSFT over the medium term. A speculative bet on mean reversion or valuation expansion in non-US markets. Continued US market dominance, dollar strength, slower growth in key international economies, geopolitical issues.