International Large-Cap Value

MFS

Research

7 Pages

MFS looks at the state of international allocations and why it may present a way to increase performance and provide diversification.

Key Takeaways

Allocations: Investor allocation to the international value asset class is at historically low levels, driven largely by an underallocation to non-US equities and intensified by ongoing concentration risk in US benchmarks.
Macro Landscape: Higher inflation, higher interest rates, peak US dollar and the relative valuation spread between US and international value stocks, coupled with the concentration risk in US indices, is reminiscent of the last period of sustained outperformance by the international value asset class.
Diversification: Investors looking to capture the benefits of diversification may consider an allocation to international large-cap value given its sector composition and the low correlation of the asset class with US equity markets.
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