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Seven Considerations for Global Stock Market Investors

Seven considerations for global investors, highlighting specific drivers that will determine the longer-term spread between U.S. and global markets, the current state of those drivers, and what changes in these components of total return may look like over the coming decade.
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Strategic Allocation (White Paper)

Aligning asset allocations with the valuations that drive long-term returns, while adjusting exposure to allow for shorter-term risk-aversion or speculation among market participants, is a systematic way to respond to the ever-changing landscape of investment risk and opportunity.
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