U.S. investors may be tired of the shift to a macro environment defined by lingering inflation and high interest rates. That doesn’t mean the grass is necessarily greener on the other side, however, as intriguing EM equities opportunities also face those macro issues.
An active investing approach could be one option for those looking to diversify outside the U.S. for exciting foreign equities opportunities while also avoiding foreign firms facing challenges similar to those faced by many U.S. companies.