David Hernandez, CFA
Flash talk by David Hernandez, CFA, at Marquette’s 2017 Investment Symposium
In this session, we cover U.S. vs. non-U.S. equity allocation. Starting with the basics in determining an equity allocation, we examine both the historical and projected risk/return analysis for U.S. and non-U.S. equity. What are different types of investors doing with their equity allocations? How does diversification improve the risk/return profile? Are we nearing the end of the U.S. outperformance cycle?
Equity market strength through the third quarter continues to challenge the common expectation going into the year. Cumulatively through September…
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