Check out our latest Country Portfolio Notes to see where we believe there is opportunity.
- International markets continue to outperform the U.S. so far this
year. ACWI ex US outperformed the U.S. by 2.17% in April.
- Despite all the headwind news from Brazil, it is the best performing
market in the last three months up 53.05%. Peru follows closely
behind up 41.93% in that same time period. EM Latin America is the
best region YTD up 26.25%.
- Global equities marched higher during April, with the MSCI ACWI up
1.50% and the average country up 2.40% in USD. YTD, the ACWI is
up 1.72%, with the average country up 7.30%.