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International Diversification Part 2: Not so crazy

International Diversification Part 2: Not so crazy

FromThe Empowered Investor


International Diversification Part 2: Not so crazy

FromThe Empowered Investor

ratings:
Length:
21 minutes
Released:
Oct 26, 2023
Format:
Podcast episode

Description

In this episode, we continue our in-depth look at international diversification strategies for Canadians. Building on last week’s conversation, today we ask the burning question: How much should you invest in different global markets - US, International or Emerging Markets? We dive into the nuances of valuations and expected returns adding clarity and confidence in global diversified portfolios. Learn why Canadians should rethink their home bias in investing, especially when our national market constitutes just 3% of the global stock market. We also revisit Vanguard's recommendation that 70% of your equity holdings should be invested outside of Canada. Discover the critical interplay between valuations and historical returns, helping you understand and embrace an investment strategy that is truly global and diversified.Join Keith and Marcelo as they guide you through the maze of international investing backed by the latest research and expert opinions.Thank you for tuning in!Key Topics:Why Canadians should explore international investing strategies for global market allocations (1:12)How the AQR report impacts views on the U.S. versus international stocks (4:12)Why international stocks may offer growth with lower PE ratios (7:46)Examining decade by decade the differences in performance of U.S. and international markets (11:15)Why diversification protects long-term returns despite short-term market volatility (13:54)The ease and affordability of international investing for Canadians (18:56)And much more!Mentioned in this Episode:Tulett, Matthews & AssociatesVanguardThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
Released:
Oct 26, 2023
Format:
Podcast episode

Titles in the series (92)

If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure – forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keith’s client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.com