Fortune spoke to Moneta’s Portfolio Strategist Randall Stauder about what makes international equities so compelling right now for an article titled, “Why you should invest internationally in this market environment.”
Here is an excerpt from the story:
According to Randall Stauder, portfolio strategist at Moneta, the lower valuations that come with the bear market make this a great time to start overweighting international equities.
“Looking forward, two enormous tailwinds would seem to support international equities over the next handful of years – discounted valuations and the U.S. dollar,” he said.
According to Stauder, American equities have exceeded by over 200% in the past 15 years — and international equities will likely begin catching up.
“This [trend] is particularly evident when looking at regional equity valuations relative to their long-term average, where Europe and Japan for example are both trading around 12 times forward earnings, significantly below their long-term averages and around a 30% discount to U.S. stocks,” explained Stauder.
To read the full story on Fortune’s website, click here.
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