Infographic – Tilt to International – Brandes

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brandes tilt infographic

brandes tilt infographic

brandes tilt infographic

brandes tilt infographic

brandes tilt infographic

  1. Source: FactSet as of 12/31/2016. Includes companies with market capitalization above $1 billion.
  2. Source: The U.S. Census Bureau as of 3/30/2017. U.S. share of world population.
  3. Source: IMF World Economic Outlook Database, October 2016. There is no assurance that a forecast will be accurate. Because of the many variables involved, an investor should not rely on forecasts without realizing their limitations.
  4. Source: FactSet, MSCI and S&P. Underperformance of 102 months: 6/30/2008-12/31/2016. Based on cumulative return. International equities: MSCI EAFE Index; U.S. equities: S&P 500 Index. Past performance is not a guarantee of future results. One cannot invest directly in an index.
  5. Source: Morningstar as of 12/31/2016. Includes actively managed U.S. open-end funds and exchange-traded funds.
  6. Source: FactSet, MSCI and S&P as of 12/31/2016. International equities: MSCI EAFE; U.S. equities: S&P 500. Past performance is not a guarantee of future results. One cannot invest directly in an index.
  7. Source: http://www.starcapital.de/research/stockmarketvaluation as of 12/31/2016. U.S. represented by all U.S. stocks in the Datastream Global Equity Universe. International represented by all non-U.S. countries in the Datastream Global Equity Universe. Includes only companies for which data is supplied by two independent providers. Past performance is not a guarantee of future results.
  8. Source: http://www.econ.yale.edu/~shiller/data.htm. As of 12/31/2016, which was not a peak. Data prior to S&P 500 inception of March 1957 estimated using data from its predecessor, the Standard and Poor’s Composite Index. Past performance is not a guarantee of future results. One cannot invest directly in an index.
  9. Source: FactSet as of 12/12/2016. Forward P/E is Price / Next Twelve Months Time-Weighted Annual estimates via FactSet Market Aggregates. Universe captures 98% of market cap and free-float adjusted market cap in each country. Past performance is not a guarantee of future results.