Commentary Q2 2017

The Time is Right for International Equity

International equities continued their strong performance during Q2 2017. The weak U.S. dollar, which has been under pressure all year, has had a seemingly positive effect for USD investors.  At the sector level, we saw impressive performance across the board with nearly all sectors contributing positive performance. Going forward, we believe international stocks have begun to outperform U.S. stocks and the potential for catch up is very large. For portfolio allocators with significant underweights to international equity, now might be a good time to review that thesis.

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In this Q2 2017 Market Commentary, “The Time is Right for International Equity,” the international equity team at R Squared Capital Management (former team at Julius Baer/Artio Global) shares their market insights.

 Topics in this commentary include:

  • Two reasons we believe stocks outside the U.S. are more attractive relative to those in the U.S.
  • Performance overview and the impact of currency exposures
  • Why the team is optimistic, but alert


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