The evolution of the global economy has changed the relationship between U.S. and international stocks such that equity investments in many developed companies provide little diversification benefit. This according to…
Tag: International Stocks
When Your Experience Fails You
By Jack Forehand (@practicalquant) — Because it’s easier, we’re inclined to use our recent experience as the baseline for what will happen in the future. In many situations, this bias works…
Overseas Investors Buying U.S. Stocks Again
After four straight years of pulling money out, foreign investors have invested $66.4 billion into the U.S. stock market through September, the “biggest buying spree since 2012,” according to a…
Zweig: Overseas Stock Investment Could Have Significant U.S. Exposure
A new study in the Financial Analysts Journal finds that investors can improve returns by buying international equities based on where they do most of their business rather than where…
Europe Still Has Room to Run
Despite fretting over the French election, first-quarter European market data surged and the European Commission’s consumer sentiment survey is near its 2007 peak, according to a recent article in The…
The Relationship Between Stocks and the U.S. Dollar
While the dollar’s relationship with the economy as a whole is relatively “murky,” the relative performance of U.S. and foreign equities against the dollar is more distinct, writes Ritholtz Wealth…
European Stocks Look Appealing Compared to U.S. Shares
Investors shying away from stretched stock prices in the U.S. are “gravitating toward Europe for cheaper bargains as the trade matures,” according to a recent Bloomberg article. Morgan Stanley equity…
More Upside in International Stocks
The continued grind of the bull market may not be justified, according to an article in this week’s Investment News. In fact, the article, written by Joe Smith, senior market strategist…
Overseas Blue Chip Picks
Currently stretched equity valuations, an imminent presidential election and a probable December rate hike are fueling uncertainty in the markets. Validea CEO John Reese, in a Forbes article appearing yesterday, outlines…
Paulsen Urges Shifting More Towards International Stocks
US investors should start considering a heavier weighting to international stocks, according to James Paulsen of Wells Capital Management. Paulson, who is chief investment strategist at Wells, says that a…