- Improving economic growth in Europe and Japan, coupled with attractive valuations and a weak dollar, have produced the most encouraging outlook for international investing in years. Investor sentiment has soared as political uncertainty diminished.
- International equities are outpacing U.S. equities for the first time in nearly a decade. That trend may continue as Europe and Japan have taken longer to recover from the global financial crisis and, therefore, potentially have more room to run.
- The European Central Bank and Bank of Japan continue to inject massive amounts of stimulus into their respective economies, priming the pump for additional growth and inflation in the years ahead.