FKO - The Post-Pandemic Case For International Markets

• Disaggregating international exposure allows investors to assign a different weight to specific countries relative to their respective weighting within a broad market-cap weighted index.
• Interestingly, the majority of the countries we anticipate performing well are in Asia, notably South Korea and Taiwan, due in part to their prior SARS recovery experience.
• In conclusion, we believe single-country allocation can create an opportunity for investors to thoughtfully reposition portfolios to allocate to specific countries they believe are likely to come out better as the world is trying to find its new "normal."

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