The Mounting Case for EAFE Equities


Authored by: Mark A. Bogar, CFA & William J. Adams

Senior Portfolio Manager Mark Bogar, CFA, and Senior Portfolio Strategist William Adams discuss the investment opportunity in EAFE markets due to positive macro trends, the end of financial repression for regional banks, and better valuation and earnings potential than the U.S. Today, there is a clearer path to better earnings growth from a much lower base, creating an opportunity for compelling absolute and relative performance for European and Japanese equities.