Market cycles change over time. We believe there are many strong market indicators that could lead to international equities outperforming U.S. equities in the near future including volatility in the U.S. dollar. Read our full perspective in, A World Full of Opportunities. https://lnkd.in/gXVxX_sK
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International developed-market equities have lagged their U.S. counterparts for much of recent history. Discover how the end of near-zero interest rates and moderate inflation has shifted the market environment, and why fundamentals are making a strong case for ex-U.S. equities. A free webinar replay is now available: https://lnkd.in/g2fdfNBa
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International developed-market equities have lagged their U.S. counterparts for much of recent history. Discover how the end of near-zero interest rates and moderate inflation has shifted the market environment, and why fundamentals are making a strong case for ex-U.S. equities. Sign up for our webinar today and get 1 CE credit! https://lnkd.in/gjH9gmhY
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Though the price-to-book metric may not be relevant for tech, growth, and AI stocks, the implied overvaluation of US stocks in the chart below 👇 is noteworthy
This chart vividly shows the pronounced overvaluation of US equities versus the rest of the world. It's important to emphasize that price-to-book is just one metric for comparison. Source: Bloomberg, Tavi Costa
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September is seasonally the weakest month in the year for US equities. While we believe the US economy can achieve a soft landing, markets could be volatile in the near term. Read more: https://lnkd.in/gZVJuZ3e #Investing #WeeklyMarketView #WealthManagement
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Asset Allocation Insights: Can the equity bull market continue? We anticipate global economic growth to slow but stay positive. Disinflation trends continue, supported by fiscal and monetary policies, especially with the US elections on the horizon. This creates a favourable environment for equity markets in the coming months. 📊 Asset Allocation Strategy: Overweight: U.S. and European stocks Underweight: Fixed Income and Emerging Market stocks Diversifiers: Commodities and Gold Currency Position: Long dollars 🔄 Update: We've upgraded Government bonds (1-10 years) from NEUTRAL to POSITIVE. Read the full AAI by Charles-Henry Monchau, CFA, CMT, CAIA. Luc Filip, CFA Adrien Pichoud Gaël Fichan Gaël Combes https://lnkd.in/efawUShp #MarketInsights #AssetAllocation #PortfolioManagement
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As we expect moderating growth and cooling inflation through the end of the year, we favor equities and credit over duration. We also prefer U.S. equities and shift our top cyclical region from Japan to Europe. Explore more key insights in this quarter’s Global Asset Allocation Views: https://bit.ly/3z2sOCd
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As we expect moderating growth and cooling inflation through the end of the year, we favor equities and credit over duration. We also prefer U.S. equities and shift our top cyclical region from Japan to Europe. Explore more key insights in this quarter’s Global Asset Allocation Views: https://bit.ly/3z2sOCd
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With inflation trending down and interest-rate cuts likely mid-year, Franklin Templeton Investments Solutions reviews what lies ahead for equities and fixed income in developed and emerging markets. https://lnkd.in/gHEh5PyP.
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As we expect moderating growth and cooling inflation through the end of the year, we favor equities and credit over duration. We also prefer U.S. equities and shift our top cyclical region from Japan to Europe. Explore more key insights in this quarter’s Global Asset Allocation Views: https://bit.ly/3z2sOCd
To view or add a comment, sign in
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As we expect moderating growth and cooling inflation through the end of the year, we favor equities and credit over duration. We also prefer U.S. equities and shift our top cyclical region from Japan to Europe. Explore more key insights in this quarter’s Global Asset Allocation Views: https://bit.ly/3z2sOCd
To view or add a comment, sign in
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