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Use select charts from the Guide to the Markets to engage in portfolio discussions.

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International equities

A falling dollar and strong growth overseas has enabled international equities to outperform U.S. stocks for much of the last decade. Today, investors may benefit from the impact of currency movements and attractive valuations relative to their long-term averages in both emerging and developed international markets.
Economic Expansions and Recessions
Some investors are still underweight international stocks
 
  • International stocks comprise more than half of the global equity market capitalization — the lion's share of the global investment opportunity set.
  • Research suggests that the average investor remains underweight international equities, despite marked improvement over the last decade.
  • Investors should consider the impact of currency fluctuations because a weakening dollar will boost returns on international securities, and vice versa.
Discussion Slides
Global Economic Growth
Global Equity Valuations - Developed Markets

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