China Re-Opens: What It Means for Global Investors
In November 2022, China's Zero-COVID policy was swiftly reversed. It began with a rumor on November 1, that a reopening committee had been formed, led by Vice Premier Wang Huning. Though details will never been known, on November 4, scientist Zeng Guang's talk at CITIC confirmed many points of the policy shift, thus starting the journey of reversing Zero-COVID policy.
Global Equities: International Diversification within Our Model Portfolios
In the 10+ years following the great financial crisis, U.S. companies with high growth potential dominated global equity markets. This was largely due to the prevailing macro environment, as steady economic growth, muted inflation and ultra-low interest rates facilitated the continued multiple expansion of U.S. stocks. As a result, the more cyclical and value-oriented universe of stocks outside the U.S. lagged. From June 2008 to December 2022, the cumulative underperformance of international versus U.S. equities amounted to more than 200%.
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