International Investing is Harder to Sell

It’s becoming harder and harder to convince families and corporate clients that international diversification is good for them. 

Back in 2013

It’s completely understandable. US stocks have done far better over the last 6 years. I wrote about this back in 2013 when I first sensed investor frustration that their professionally constructed portfolios were under-performing the S&P 500 (which is almost all Large US companies).

3 More Years Have Passed

Three ...

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Global Portfolios – the Japan Story

A global portfolio gives a family the best chance of having positive return and beating inflation over the long term.

It sounds like an obvious, banal statement, but there is more to it when you look at the components of a global portfolio over the decades. Financial markets, especially stock markets, will do wild and unexpected things. Japanese stocks and their amazingly bad run since 1990 (over 22 years ago) helps illustrate what I’m talking about.

The ride with Japanese ...

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