Michael Batnick fra Ritholtz Wealth Management skriver at: “US investors who have avoided Europe have been handsomely rewarded. But with the difference in valuations, the recent performance, and investor flows, it might be time to consider investing at least a portion of your portfolio outside the United States.
En oplagt kandidat til investering i en bred portefølje af europæiske aktier kunne være Falcon Europe Momentum, der med +10% i afkast indtil videre i år har leveret fine afkast til investorerne :-)
Læs mere her:
https://blogs.cfainstitute.org/investor/2017/04/28/investing-in-europe-wheres-the-return/
og her