In recent years, U.S. stocks have outperformed non-U.S. stocks, leaving some investors to prefer to stick close to home with their investments. However, as 2019 approaches, some investors have again turned their attention toward the role that global diversification plays in their portfolios.
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Putting the Recent Market Declines in Context
The uncertainty over trade disputes between the U.S. and China has been reflected in recent market activity. The markets have been up and down as investor optimism faded over the recently struck 90-day tariff truce between the countries. Investors worried about their portfolios should put the recent market declines in historical context.
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October Market Pullback Continues
On Wednesday, October 24th, equities pulled back sharply, as mounting concerns over global growth, corporate earnings, and rising rates left global equities down nearly 3%. The S&P 500 Index has now fallen in 13 of the past 15 trading sessions. October’s market volatility has brought equity indices down nearly 10% — or more — from recent highs. Because of last year’s low volatility, the market fluctuations in 2018 have seemed extreme.
Thanks to Our Valued Clients, Colleagues and Friends, Fi3 Celebrates 5-Year Anniversary
The U.S. Equity Freight Train: Can Anything Derail it?
As of the close of the third quarter 2018, the S&P 500 index (U.S. Large Cap equities) continued to show dominance over international equity peers. In fact, over the past 10 years, the S&P 500 index has outperformed the MSCI ACWI ex USA index (international equities) in 70% of the calendar years and by 6.2% annualized, the widest margin in the last 20 years.
This performance has caused investors to rightly ask, will the U.S. equity freight train ever stop? History may provide investors some answers.