Latest / Foord Asset Management
US dominance, Asian opportunity and the case for diversification
Has US exceptionalism gone too far?
Portfolio managers Brian Arcese and Ishreth Hassen discuss US market concentration, US equity valuations and the risks of global portfolios becoming increasingly exposed to one market, one currency and one investment theme.
From the valuation gap between the US and Asia to overlooked businesses in markets such as Korea, India and Indonesia, they discuss how patient, bottom-up investing can uncover compelling opportunities that many global investors may be missing.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.