SPEM - International Annual Returns And Top 10 Holdings

2024-02-20 04:26:00 ET

Summary

• China’s weight in the emerging market universe is typically 30% of the EM benchmarks, but (in my opinion) China remains uninvestable.
• Whether it’s international or emerging markets, or the equal-weight S&P 500 or the Russell 2000, or the S&P 400 mid-cap, there are places you can look for uncorrelated return outside of the main US equity market indices, without timing the markets.
• With the higher US “real” interest rates in the US Treasury market, it makes it tough to see a prolonged weakening in the dollar, vis-a-vis Europe or anywhere else.

The above spreadsheet shows the annual returns for many international benchmarks, but also included are some noted international funds like Oakmark International for comparative display....

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