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Category: International (Non-US)

Don’t Forget International Equity: European Equity Starts to Stir / International Annual Returns

February 2, 2025 Brian Gilmartin Leave a comment

Bespoke posted this chart on the breakout in the Stoxx 600 as well as the table of the “expected forward…

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Posted in: Europe, International (Non-US)

SP 500 Earnings: The Fallacy of Valuation and Non-US Investments

December 9, 2024 Brian Gilmartin Leave a comment

Credit spreads – quite remarkably – continue to tighten, as high-yield credit spreads, which peaked in mid-September ’24 (per the…

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Posted in: International (Non-US), US Dollar, US vs Non US markets, Weekly Earnings Update

Bond and International Returns YTD Still Not Much to Crow About

December 3, 2024 Brian Gilmartin Leave a comment

1-year annual returns for a number of the bond market asset classes slid lower in November ’24, thanks primarily to…

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Posted in: 60/40 portfolio, AGG, International (Non-US)

Don’t Abandon International Equity, Despite Post-Election Rallies in US Equity and the US Dollar

November 11, 2024 Brian Gilmartin Leave a comment

The point of the title of this blog post is meant to persuade readers not to abandon international equity investing,…

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Posted in: International (Non-US), JIRE (JPM International ETF), JPM, Oakmark International

Long-Term International Returns Vs US Still Compelling

October 7, 2024 Brian Gilmartin Leave a comment

Last week, with this “stylebox” update, the longer-term returns on the SP 500, Nasdaq Comp and Nasdaq 100 are really…

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Posted in: International (Non-US), SP 500 long-term returns

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week
  • International Equity Annual Returns: Non-Correlated to the US Returns and Don’t Forget Japan
  • Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag
  • Aiming for 4th Year in a Row of Double-Digit SP 500 Returns: Buyer Beware
  • Walmart Earnings Summary: The Bigger Picture Story: Walmart is Closing the Gap with Amazon in E-commerce

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