Chart in a Minute

Use these simple visuals to help illustrate technical market perspectives to clients.

Clients overweight U.S. stocks? Consider international.

11/5/2024

International stocks have kept pace with U.S. stocks since late 2022, and their valuations are more reasonable.

Performance since the current bull market began in October 2022

Key takeaways:

  • Despite the ongoing focus on U.S. mega-cap stocks like the Magnificent 7*, international developed market stocks have been tracking the broader U.S. stock market since the current bull market began in late 2022. See the chart above.
  • Additionally, while U.S. mega-caps face worries about elevated valuations and political election uncertainty, international stocks are benefitting from more reasonable valuations and rallies in interest rate sensitive sectors like Financials.
  • Given these points, consider complementing your clients’ international market-cap index strategies with Fundamental Index® strategies, which emphasize a company’s economic footprint and employ a more thoughtful approach to valuations.

More Charts in a Minute

Chart in a Minute

Are your clients concerned about U.S. equity market concentration risk? Consider complementing their traditional market-cap index strategies with Fundamental Index® strategies. Use this client-approved chart as a conversation starter.
Chart in a Minute

If your clients are asking which political party generates the highest market returns while in the White House, consider using this client-approved chart to strike up a conversation.
Fixed Income

If your clients have been asking about investment-grade corporate bonds, consider using this client-approved chart to support a follow-up conversation. Given recent yields, this may be their window of opportunity.