International markets are off to a strong start in 2025—but the case for global diversification runs deeper than recent outperformance. This week’s Markets in a Minute explores the timeless theory behind diversification and why it remains essential for resilient portfolios, especially as U.S. market valuations remain elevated and policy uncertainty rises. With cracks appearing in U.S. equity dominance, it may be time to revisit the broader global opportunity set. The silver lining? Diversification still works.
Beyond Our Borders: The Case for International Diversification
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April 22, 2025