The case for making an allocation to international markets today is particularly strong given the valuation discount we are seeing versus the U.S. In this Q&A, Brandes Director of Investments Jeffrey Germain, CFA, makes the case for U.S. equity investors to consider increasing their allocation to international markets.

In 1979 BusinessWeek famously declared “The Death of Equities," but 40 years later, equities are alive and thriving. Today, some say value investing is similarly doomed, but at Brandes we believe this is another investing misdiagnosis. In fact, we may actually be nearing an opportunity to gain deeply from true value.