FYI: For just the third time in 50 years, US stocks have outperformed MSCI Europe by 100% over the last ten-year period.
As a result, US portfolios look particularly lopsided, with American investors holding just 20% of their equity allocation in foreign stocks. Assuming that only a portion of the other 20% of that is European stocks and you get a sense of just how underweight they are.
Here’s a chart of US vs Europe stock fund flows that will blow your mind, via Michael Batnick’s latest piece for CFA Institute’s blog:
Regards,
Ted
http://thereformedbroker.com/2017/05/01/chart-o-the-day-us-investors-way-underweight-europe/
