Are Non-U.S. Stocks Poised for Outperformance?

Are Non-U.S. Stocks Poised for Outperformance?

Large valuation differences between U.S. and non-U.S. stocks have presented an opportunity for investors to diversify portfolios by adding international holdings.

Scott Decatur, Ph.D. , Director of Quantitative International Strategies, and  Suresh Rajagopal , CFA, Director of All Cap Strategies, Director of ESG Research, discuss where they are finding value in non-U.S. stocks relative to history.

Key Takeaways

• International stock markets have begun to outperform U.S. markets, suggesting the long run of U.S. dominance could be ending as we enter a new cycle favoring international markets.
• International markets currently offer an attractive opportunity to buy high quality stocks trading at historic discounts, providing diversification at a time when expensive growth stocks have been dominating the U.S. market.
• We believe investing in discounted, high quality international companies will provide long-term upside for client portfolios amidst continuing market volatility.

Additional Resources:

SBH International Equities Strategies

International Equities Insights

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