The Case for International: Attractive Valuations for International Equities

For over a decade, US equities have exhibited meaningful outperformance relative to their non-US counterparts. This period has been driven by robust US economic growth, persistent low interest rates and inflation, and a dominant set of companies capitalizing on the insatiable appetite for technological advancement. International markets are showing signs of renewed strength, warranting a fresh look from investors.

Dovish policies are stimulating growth beyond US borders. Furthermore, across international markets there is a growing emphasis on investing in infrastructure, energy and defense, and corporate earnings are trending upwards.