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Chart of the Week
Ex-US Equities on Sale
Global equities are trading at a substantial discount to the US, even after adjusting for differences in sector weights. This valuation headroom, combined with strong 24m forward earnings forecasts (94% for MSCI EAFE and 53% for MSCI EM), a high beta to the global growth recovery, and attractive security selection potential, all make a strong case for investing with a global lens in our view.
Source: FactSet, Goldman Sachs GIR, and Goldman Sachs Asset Management