Investors NEED International Exposure!

I think we need to sort of first talk about um why investors need international equity exposure right now.

And I I will admit going back for the last few decades, if there was any way to put somebody to sleep when you're talking about investments, it's probably talking about international equity investing.

Um the fact of the matter is, you know, given the strong bull market that the US equity market has experienced over the last few years, um international equities have lagged.

Um the good news is times are changing.

Um and while US growth stocks and the major broad-based indices that are really growth oriented have been performing exceptionally well, um it's not the only place that's seeing success.

In fact, if you look at the Aquex XUS index on a year-to-ate basis going through October 31st, it's up nearly 29%.

And that's compared to the S&P 500, which is up 17.5%.

So, again, very attractive returns.

Um, not only is it really strong on the uh returns front, that is the international equity space XUS, it's doing so with less volatility and lower draw downs.

Um, and when we talk about this with investors, they they honestly they have the blinders on and they don't acknowledge or understand what's going on in the marketplace.

Um and and when you mention facts like you know uh other major broad-based equity indices like in Japan, Germany, UK, France, Italy, Brazil, um all of their major broad-based indices are at all-time highs and even the Chinese and Hong Kong indices are are pretty much um very close to their all-time highs within the last four years.

Um so there is a tremendous opportunity out there um given what has gone on in the US equity space.

Uh unfortunately there's a huge recency bias in terms of returns um but also home biasy uh in terms of investing in only domestic equities and we think you know geopolitical concerns are easing growth is accelerating and we would argue that we were are just in the beginning phases of a a very real secular change in the international equity market.

Um so that's that's something you know just holistically when we talk to investors why should you be concerned with international equities?

Yes, it's diversification, but the fact of the matter is over the last year performance has been exceptionally