Feb. 18 at 8:54 PM
International stocks are outperforming as U.S. equities struggle with high valuations and a weaker dollar. Advisors see foreign exposure as both a hedge and opportunity.
David Bailin, CEO of The CIO Group, notes non-U.S. equity rose to 21%, driven by dollar weakness and cheaper international stocks, with structural shifts favoring foreign markets.
Stephen Tuckwood, Modern Wealth Management, says underweight international positions last year hurt returns; now allocations match the MSCI ACWI Index, with value outperforming growth abroad.
Ken Roban, Steward Partners, and Ryan Dykmans, Dunham & Associates, recommend maintaining U.S. exposure but increasing international holdings selectively, including Europe and emerging markets.
Neale Ellis, Fidelis Capital, emphasizes long-term exposure should focus on structural growth drivers like technology and demographics, with currency effects being secondary.
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