About this episode
Season 10 Episode 02
A long cycle of U.S. equity outperformance over international equities has left investors wondering, “Why add international stocks to a portfolio?” However, as the global economy has turned a corner, so have prospects for international equities, and many international markets have performed well in 2024 so far. On this episode, Dr. David Kelly is joined by Gabriela Santos, Chief Market Strategist for the Americas here at J.P. Morgan Asset Management, to share her views on the benefits of allocating internationally.
A long cycle of U.S. equity outperformance over international equities has left investors wondering, “Why add international stocks to a portfolio?” However, as the global economy has turned a corner, so have prospects for international equities, and many international markets have performed well in 2024 so far. On this episode, Dr. David Kelly is joined by Gabriela Santos, Chief Market Strategist for the Americas here at J.P. Morgan Asset Management, to share her views on the benefits of allocating internationally.
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