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ONEV - A Stock Picker's Take On Investing Internationally
SPDR Russell 1000 Low Volatility Focus
There’s a lot of talk about the Fed’s balance sheet, but I think what people forget is that the size of the balance sheets relative to gross domestic product is much higher in Japan and Europe.
We seek to invest where the greatest opportunity resides, be it in EMs directly or via indirect exposure through developed markets.
Dispersion and volatility continue to provide great opportunities for stock pickers.