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Portfolio Discussions

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

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    Guide to the Markets
     
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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
The world is likely to outpace the U.S. in economic growth
 
  • In each year since 2000, the world has outpaced the U.S. in economic growth, largely driven by fast-growing emerging economies.
  • Competitive labor costs, strong population growth and comparatively healthy fiscal positions should allow developing economies to help overall international growth outpace U.S. growth in the years ahead.
Discussion Slides
Global Economic Growth
Global Equity Valuations - Developed Markets

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