One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock market has done far better than other countries recently. It’s the biggest national market in the world. The U.S. has the strongest, most resilient economy. And the U.S. dollar is the world’s reserve currency. Why would we ever want to invest anywhere else?

This week on the show we cover this question in detail, June’s inflation data, and an article on the impact that inflation has on bond markets.

 

Show Notes

[03.00] Article of the Week – Mortgage News Daily’s article on the importance of inflation data for each work on the bond markets.

[08.10] Global investments – We talk about investing in non-US companies as a US citizen.

[14.00] Diversification – We go through 19 popular brands that are non-US companies.

[19.06] Confidence – Grant explains why it’s important to invest in non-US companies.

[23.47] Valuation – Grant explains what you’re missing out on by not investing in non-US companies.

 

 

Resources

Global Diversification Still Requires International Securities

dimensional.com/us-en/insights/global-diversification-still-requires-international-securities

 

Is International Diversification Necessary?

morningstar.com/portfolios/is-international-diversification-necessary

 

This is The Inflation Data You Were Hoping For

mortgagenewsdaily.com/markets/mbs-morning-07112024