KSTR - Broaden Your Investment Horizons

2024-04-08 08:15:00 ET

Summary

• It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist.
• Before broadening regional allocations, investors are likely to seek some fundamental economic support for the idea.
• Looser monetary and fiscal policy could add momentum to what already appears to be a global cyclical recovery.

By Shannon L. Saccocia, CFA

It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist....

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