Investors remain wary of equities in the Europe, Australasia and Far East (EAFE) regions and argue over whether the allocation to EAFE equities is still justified, particularly given various downside risks. Research has indicated that investors in equities of those regions are growing impatient. Even though there has been substantial earnings growth, equities generated a negative total return last year. A trend of disappointing performance is akin to the performance seen in t

Investors might already know the major impact foreign investors have on Japan’s equity market. Japanese equity returns tend to have a relatively strong correlation with the net inflows or outflows of foreign investors. This was witnessed in 2018 when Japanese equities decline of 16% occurred along with the largest foreign outflows since the global financial crisis. This year, according to data from the Japan Exchange Group, foreign investors have offloaded a net 1.5 trillion

Keith Knutsson of Integrale Advisors states "The US benefits from long-term structural advantages through its investment-friendly economy. A level of innovation and productivity, favorable demographics and its strong institutions are all factors that support better-quality economic and earnings growth." The US ranks in the top 10% of all countries across economic freedom, ease of doing business, global competitiveness and world governance indicators. The US is mostly only sur