On Domestic vs. Emerging Valuation

In a similar vein to an earlier passage regarding Domestic vs. International Valuation and subsequent total return, here is a look at the likes of Domestic vs. Emerging. This is a basic way to form an asset allocation decision. It asks the question, "Based on the current difference in valuation vs. history, how should the …

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On Domestic vs. International Equity Valuation

When deciding whether to overweight US vs overseas equities, looking to PE ratios are helpful. The S&P 500 trades at about 23 times earnings while the MSCI All Country World ex-US Index trades cheaper at about 19. This, on the surface, would give you motivation to ship your dollars across borders for greener pastures. While …

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