A Broad Set of Opportunities
Three Reasons to Review Your Clients' International Equities Allocation
1. Shifting Cycles and Opportunities
U.S. equities are volatile and opportunities are getting harder to discern. Economies outside the U.S. are earlier in their growth cycles, and the addition of international equities could benefit your client portfolios if the market performance pendulum is swinging away from home.
2. Broader Diversification
Our research shows a persistent home bias toward domestic stocks in equity portfolios. Is this reflected in your clients' portfolios? Consider adding international equity investments to include growth and value styles while gaining additional diversification in emerging markets and market capitalization ranges.
3. Experienced Partner
Bring new opportunities to your clients’ portfolios by leveraging our proprietary, independent global research platform and long-tenured management teams. We engage in bottom-up security selection with investment professionals that go out in the field to find opportunities that others might miss.
Seeking Upside and Diversification From Abroad
Learn how broadening your opportunity set can offer the potential for better risk-adjusted returns.
Our International Equity Offerings
From frontier and emerging markets to overseas technology or real estate, our international equity strategies represent a full spectrum of overseas markets and make it easier for you to construct the diversified and appropriately balanced portfolios that your clients demand.
Global and on the Ground
Our investment professionals are dedicated to uncovering distinctive international opportunities to help your clients achieve long-term portfolio growth while managing risk.
- MORE THAN 270 GLOBAL RESEARCH ANALYSTS, including investment professionals from 20 nations.
- CLOSE RELATIONSHIPS with the companies and management they cover.
- REAL-TIME COLLABORATION between international investment analysts and U.S.-focused colleagues.
This material is being furnished for general informational purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, and prospective investors are recommended to seek independent legal, financial, and tax advice before making any investment decision. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested
Risks: Investing involves risk, including potential loss of principal. Diversification neither assures a profit nor eliminates the risk of experiencing investment losses. Investing internationally entails specific risks, including currency risk, political risk, and geographic risk. These risks are larger for investments in smaller companies and those in emerging markets, as well as specific sectors. Emerging market investments can be riskier than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as specific country, regional, and economic developments.