Is the recent outperformance of international stocks sustainable?
On the Minds of Investors

Is the recent outperformance of international stocks sustainable?

2021-02-10
International equities have underperformed the U.S. by a cumulative 189% over the past 13 years (in U.S. dollars). Unsurprisingly, many investors are underweight international, with the average portfolio analyzed by our Portfolio Insights team showing a 22% weighting to international equities (versus a “neutral” 35%). Investors should always look forward: a new global economic cycle is beginning in which international can take the baton from the U.S. due to: valuations, U.S. dollar, and cyc...
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