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The Portfolio Construction and Strategy Team discusses the valuable diversification benefits and potential for higher dividend yields ex-U.S. equities may offer and explains why active management is warranted to avoid value traps.
This article is part of the latest Trends and Opportunities report, which seeks to provide therapy for recent market shocks by offering long-term perspective and potential solutions.
Ex-U.S. equities may offer diversification benefits and higher dividends, but active management is warranted to avoid value traps.
Value | Core | Growth | |
---|---|---|---|
Large
|
-12.0% | -19.0% | -25.0% |
Mid
|
-17.0% | -23.0% | -29.0% |
Small
|
-18.0% | -23.0% | -28.0% |
Source: Morningstar, YTD returns through 8/31/22; Style/size table and GICS sector chart based on MSCI EAFE indices.
Source: Morningstar, YTD returns through 8/31/22.
Source: SG Cross Asset Research/Equity Quant, MSCI, Refinitiv. As of 6/30/22.