According to THOR’s disciplined approach, we believe international stocks (especially emerging markets) are set to outperform US stocks over the next several years. The current trade dispute between the US and China may be a catalyst. If a deal is completed, emerging market stocks should appreciate much faster than US stocks. If there is no deal, US large companies with operations in China could be repriced because they are selling at a premium to their emerging market brethren.
Market Updates
Sell in May and Go Away
Sell in May and Go Away explained. Watch our video and learn how investors should think about market seasonality in 2025.
