๐ Beyond US Borders: The Case for International Equities
ClearBridge portfolio manager Michael Testorf makes the case that international equities are entering a pivotal window.
โข US-concentrated portfolios risk leaving return on the table as growth broadens beyond mega-cap tech
โข AI's next phase is expected to reward a wider set of beneficiaries, not just US hyperscalers
โข The value/growth balance abroad could shift as non-US earnings catch up
The takeaway: diversify beyond US borders โ across regions and sectors.
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