International markets outperformance
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Expect more runway for international ETFs in 2026, predicts JPMorgan's chief ETF strategist
Youtube· 2026-01-29 18:11
Core Viewpoint - International markets are expected to continue their outperformance, driven by factors beyond just dollar weakness, indicating a shift towards more fundamental investing changes [1][2]. Group 1: International Market Performance - The dollar is projected to decline by approximately 1% annually over the next decade, contributing to the outperformance of international markets [2]. - International equities currently trade at a 32% discount to US equities, compared to an average discount of 19% over the past 20 years, highlighting strong valuation opportunities [3]. Group 2: Investment Opportunities - There are compelling investment opportunities in sectors such as financials, energy, materials, and select industries within the international market [3]. - The international value fund, ticker JIVE J, is highlighted as a top-performing fund with about $1 billion in inflows last year, indicating strong investor interest [4].