Martin Schulz | Source | Group Head - International Equity at Federated Hermes
Martin Schulz
Martin is the Group Head of International Equity at Federated Hermes. He is responsible for portfolio management and research in the international and emerging markets equity area. Martin is skilled in military operations, asset management, investments, portfolio management, and military intelligence.
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Federated Hermes (http://www.federatedinvestors.com)
Group Head - International Equity
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Japanese equities finally win over foreign investors
Japanese equities have surged dramatically since the start of the year, with the Nikkei 225 up more than 30% year-to-date. That's a dramatic reversal of the index's performance in 2022, with a 9.4% loss. Sources said Japanese equity markets are now trading at levels last seen at the end of the 1980s.
Article
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Investing Amidst a Weakening Dollar: International Stocks and Commodities Shine
Martin suggests increasing allocations to international equities, noting "improved earnings growth outside the U.S." He highlights emerging markets, particularly China, and developed markets like Japan and Europe. Additionally, gold and commodities are expected to benefit from a weaker dollar and a positive global economic outlook. Martin notes the potential for U.S. underperformance due to peak valuations and dollar strength.
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You're going to suddenly have people with more money than they are used to, and they will have to spend because the inflationary pressures are pushing prices higher.
