How should U.S.-based advisors be considering international stocks in their equity allocations?

The global economy is reopening, and equity markets are taking notice. As COVID-19 vaccinations continue rolling out globally, equity market leadership transitioned to what one would typically expect in an early recovery. When seeking to optimize their exposure to the next leg of the reopening theme, investors should factor in both geographic and sector considerations.

Co-Head of Equities – Americas and Portfolio Manager George Maris and Global Head of Portfolio Construction and Strategy Adam Hetts discuss the transition underway in equities markets and explain why it is an opportune time for U.S.-based investors to reconsider the size of their international equities allocation relative to domestic stocks.