Summary: For those interested in international investing, the US appears to be a dream position. American value is increasingly concentrated around technology companies. But don’t overlook China, where there is an opportunity to find stocks that represent value after a large market fall. In Europe, some individual companies can perform well in tough times.
Key take out: If you have the time and expertise, it’s interesting to pick your own stocks. It is also possible to gain exposure to offshore markets through ETFs. Don’t hesitate to use more than one manager.