Non-U.S. investments have a lot of room to run yet.
The tried-and-true performance of certain factors has hit some choppy seas.
Fixation on what’s happening in China distracts from other global opportunities.
Deciding whether to hedge currency exposure can be complex, but the easy answer is that it really does make sense.
Thoughtful planning and allowing for the possibility to fail can make more resilient portfolios.
Europe may be close to slipping into recession, but that doesn’t mean there aren’t opportunities for value investors.