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Emerging and international developed markets performed extremely well last year. Part of the under-performance this year is from the US dollar rising. On an en
by bdkoepke 8y ago
Emerging and international developed markets performed extremely well last year. Part of the under-performance this year is from the US dollar rising.
On an enterprise value basis the US looks more expensive than both international and emerging markets[1].
[1] https://allocatesmartly.com/asset-allocation-roundup-2/?aff=634 https://allocatesmartly.com/asset-allocation-roundup-2/?aff=...