More than half of the world’s companies reside outside of the U.S. A portfolio investing in international equities seeks the potential benefits of diversification among the opportunities represented by international markets. Look beyond America’s borders through articles that consider the role of international equities.
Forces at work in India hold potential to fuel a long-term consumption tailwind. They include a swelling middle class, pro-growth policies and developing modern-state capacity. This backdrop supports consideration of India among Emerging Markets opportunities.
We believe in international exposure for two reasons: valuation and opportunity. It appears higher earnings growth is already implied for U.S. companies. And, based on market capitalization, companies outside the U.S. comprise 45 percent of the global equity opportunity set.