Looking at global dividends paying etfs. The sector makeup for many of these are heavily weighted towards financials. Given that rates are very low or negative in some regions wouldn't the dividends of banks in these areas be in danger of having to cut their dividends? Would it make sense to look for a fund with a higher weighting for industrials or manufacturing since exports should benefit from weaker currency?
Very brave trying to make sense of this mess of a global economy with negative rates and central banks. But the weaker currency theory only works if the host economy is exporting goods to strong growing economies. I know people like to diversify and have exposure to the global economy, but has there been a time when an international fund,etf, or index outperformed the US market with any real magnitude for any substantial length of time?
Thanos was the hero
Yes. 2003-2007. if growth and volatility are a concern, a well diversified portfolio is the way to go. A concept many have forgotten about over the past couple of years.
But to outperform the US markets, how well do you have time the international markets. 2003-2007, 4 years is a very specific time frame.Originally Posted by TritonMJM
Thanos was the hero
Same for 99, 09, and 12. Not suggesting people run out and buy international, rather just responding to a question. Info based on annual returns.
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