Insights

CHARTS  |  JUNE 2017
Seeking Higher Returns Outside the U.S.? Consider More U.S. Exposure.
Our chart shows that international stocks have higher returns than the overall market - when they have exposure to the U.S. economy.

High revenue exposure to the U.S. has benefited company returns, both in and outside the United States. Since 2011, non-U.S. companies with the highest exposure to the strong U.S. economy have had significantly higher equity returns than internationally domiciled companies with a domestic orientation and the broad MSCI ACWI benchmark. There are signs that Europe may be set to rebound, but maintaining a well-diversified portfolio that includes non-U.S. companies with exposure to the U.S. can be a prudent way to mitigate global political risk.