Where to look for opportunities outside U.S. equities

Also Interesting

• The Survivability of the Euro
• Global Asset Allocation Views
• Land of the Rising Alpha: The Case for Japan Small Cap Equities

With the U.S. market trading at decade-high premiums relative to international and emerging equities, and since the S&P 500’s earnings lead appears to be vanishing, we believe other regions are ripe to take on leadership.