Emerging Markets

Will International Stocks Outperform U.S. Equities?

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In this article, we’ll question the narrative that you must go overweight US stocks relative to international equities. The sentiment has shifted dramatically as investors have gone from expecting mediocre returns from US stocks along with worrying about the end of the cycle, to now expecting new record highs. To…CONTINUE READING

A Big Tail Risk In Strong Dollar Environment

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The media has been focused on the Turkish economy which has been sputtering lately, leading to a currency crisis. The word ‘contagion’ has become overused by the media since Turkey is such a small part of the economy. Turkish stocks are only 0.05% of the MSCI all world index. The…CONTINUE READING