Group 1 - International high dividend stocks have significantly outperformed the S&P 500 over the past 14 months, indicating a potential investment opportunity that has not been widely recognized by investors [1] - A bullish thesis on these stocks was outlined in April 2024, suggesting a favorable outlook for this investment strategy [1] Group 2 - The article emphasizes the importance of thematic investing and macro drivers of various asset classes, including stocks, bonds, commodities, currencies, and crypto [1] - It highlights the need for evidence-based narratives and the use of empirical data to support investment decisions [1]