T. Rowe Price emphasizes the growing risk of US market concentration in a few mega-cap stocks, now making up 32% of the S&P 500. The firm points to international equities as a promising alternative, noting they trade at a 23% forward P/E discount and have improving earnings growth. Their new active ETF, TACN, launched in December 2025 with a 0% expense ratio and has returned 8.48% year to date, offering investors broad exposure to 400-500 large- and mid-cap non-US stocks. This move reflects opportunities in global markets including Japan, Europe, and Asia, with trends like AI adoption expanding internationally.
The iShares Core MSCI EAFE ETF (IEFA) has risen 8% year-to-date and 22% over the past year, driven mainly by a weaker US dollar rather than earnings growth abroad. The fund tracks developed markets outside North America, with major holdings in Japan,...
Amplify CWP International Enhanced Dividend Income ETF (IDVO) provides monthly income from international dividend-paying ADRs and covered calls, with a yield of 4-6%. However, it is unhedged against currency fluctuations, meaning a strong US dollar c...
With KLA and Booking Holdings completing major stock splits in 2026, investors are eyeing other high-priced stocks for similar moves. Among ASML, United Rentals, GE Vernova, and SanDisk, only SanDisk stands out as the most likely candidate for a stoc...
In Q1 2026, Baron Opportunity Fund initiated a position in Alphabet Inc., recognizing its value as a leading tech company. The fund also highlighted ASML's strong pricing power and growth potential, and positive outlook for Rubrik's market share and ...
