With US QE ending, Europe just starting to consider QE now, is it possible US will have be pretty muted growth (coming off awesome market gains the last few years) while Europe will finally catch up? Europes indexes have severely lagged he US for the last 5 years, but with the QE inversion, I'm wondering if now is the time it will begin reverting to mean.
Of course I have a biased view, 45% of portfolio is foreign equities. I've thrown a ton of cash into foreign over the past couple years to keep my AA where I like it while US was taking off.
People are calling for poor global growth, kinda like some stories we heard about the US's future 5-6 years ago. Hmm...
Of course I have a biased view, 45% of portfolio is foreign equities. I've thrown a ton of cash into foreign over the past couple years to keep my AA where I like it while US was taking off.
People are calling for poor global growth, kinda like some stories we heard about the US's future 5-6 years ago. Hmm...