After years of muted gains, international equity strategies may very well be having their moment in the sun. The macroeconomic picture is currently working in favor of these strategies.
Before 2025 even began, some investors and advisors were choosing to opt out of international equity exposure. Back then, it wasn't too difficult to fault them for doing so.
It's no secret that investors and advisors both are contemplating what the U.S. equity market is going to look like in 2025. This uncertainty is understandable.
International equities have fallen by the wayside for quite a while now, with many investors choosing to focus on U.S. companies instead. However, global equity strategies could return to being in favor soon.
Time and time again, the markets have not reacted well to cooling labor market data. In the U.S. Department of Labor reports for both July and August, job growth came in at lower levels than expected.
ESG isn't going away. Yes, it's taken hits over the last few years, losing its status among the biggest investing themes.