VEU Vanguard FTSE All-World Ex-US ETF : Bullish and Bearish Analyst Opinions

Sentiment & Price 1 ideas • 1 voices • 1 sources
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15:00
Feb 13
Jim Reid Head of Global Macro at Deutsche Bank Meb Faber Show
Global investors are maximally overweight US equities. US valuations are stretched, while international markets trade at wide discounts. History shows winners rotate; US exceptionalism is not permanent. Mean reversion in valuations and a shift in capital flows away from the crowded US trade will benefit international indices. The "Rest of the World" offers a margin of safety that the US does not. Long Global ex-US Equities to capture valuation mean reversion. The US economy continues to significantly outgrow global peers due to tech dominance and demographics.
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About VEU Analyst Coverage

Buzzberg tracks VEU (Vanguard FTSE All-World Ex-US ETF) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.