Listen "International Diversification Part 2: Not so crazy"
Episode Synopsis
In this episode, we continue our in-depth look at international diversification strategies for Canadians. Building on last week’s conversation, today we ask the burning question: How much should you invest in different global markets - US, International or Emerging Markets? We dive into the nuances of valuations and expected returns adding clarity and confidence in global diversified portfolios. Learn why Canadians should rethink their home bias in investing, especially when our national market constitutes just 3% of the global stock market. We also revisit Vanguard's recommendation that 70% of your equity holdings should be invested outside of Canada. Discover the critical interplay between valuations and historical returns, helping you understand and embrace an investment strategy that is truly global and diversified.Join Keith and Marcelo as they guide you through the maze of international investing backed by the latest research and expert opinions.Thank you for tuning in!Key Topics:Why Canadians should explore international investing strategies for global market allocations (1:12)How the AQR report impacts views on the U.S. versus international stocks (4:12)Why international stocks may offer growth with lower PE ratios (7:46)Examining decade by decade the differences in performance of U.S. and international markets (11:15)Why diversification protects long-term returns despite short-term market volatility (13:54)The ease and affordability of international investing for Canadians (18:56)And much more!Mentioned in this Episode:Tulett, Matthews & AssociatesVanguardThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected] or 514-695-0096 ext.112.Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
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