Global markets are constantly evolving. Federated Hermes believes active international equity strategies are essential to any portfolio that seeks the robust growth and diversification opportunities offered by the global markets.
Three-quarters of the world's GDP is generated outside of the U.S. — an investment opportunity too big to ignore.
Sources: Worldbank, MSCI and FactSet
As of Dec. 31, 2019, the latest annual data available as of Feb. 1, 2021. Pie chart shows the percent of regional share of Gross Domestic Product (GDP), Emerging markets GDP uses the MSCI EM Universe and excludes Taiwan as data was not provided.
Federated Hermes international opportunities
Where are the opportunities?
Skilled active managers are looking outside the U.S.
|Global Market Cap||
|Publicly Listed Companies||
|Co's Valued >
$1B Market Cap
- Rest of the world
- United States
|Global Market Cap||Publicly Listed Companies||Co's Valued > $1B Market Cap|
|Rest of the world||43%||74%||64%|
Source: MSCI ACW IMI (All-Cap World Investable Market Index) as of 3/17/21
Innovation and investment opportunity have no boundaries
- Despite a history of innovation, the U.S. by no means corners the market on companies destined to become global market leaders and drivers of shareholder value.
- Regulations and economic structures abroad have helped international companies address some of the most significant issues of our time, including Covid-19, climate mitigation, e-commerce and digital transformation.
- It's increasingly important that investors seek the most attractive companies in growing industries, wherever in the world they are located.