In 2016 and especially in 2015, a strengthening dollar detracted from U.S. investors’ international stock returns. This year, the opposite has happened. Historically, during periods when international stocks outperform U.S. stocks, a weakening dollar has been a major driver of returns.Read More
Between political uncertainty, poor demographics, and low economic growth, there isn't much to be excited about. Paradoxically, the lack of good news makes Europe a great place to invest. Bad news has smothered European stock prices.Read More
This is yet more proof of the importance of diversification. Global events are too unpredictable (most experts were wrong on Brexit) to effectively jump in and out of the market. The answer isn't to try to avoid trouble. It is to diversify so you are never overexposed to the downside of one event.