US valuations reflect higher ROE, but structural reforms could help discounted international markets close the gap.
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With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
Investors concerned about high concentration in US stocks should look elsewhere to achieve better portfolio diversification.
Investors with a narrower focus are missing out on the benefits of diversification.
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.