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Individual investors today have over 80% of their investments in U.S. stock and bond funds.1 And while that may be understandable – the U.S. is still the largest economy in the world – the potential advantages of global investing are compelling. Investors focused on the U.S. are missing out on many of the world’s investment opportunities, and overlooking the potential rewards of foreign economies. It’s time to seek new opportunities and position your investments in expanding global markets.
48% of the world stock market capitalization is outside of the U.S.
A short interview discussing global investing and the markets with Alicia Levine, Head of Global Investment Strategy and five portfolio managers from our BNY Mellon boutiques.
The global economy is enjoying an accelerating economic expansion. For the first time in a decade, major economies are enjoying cyclical
growth upswings. Many are growing faster than the U.S. Savvy investors are strongly considering these five key reasons to invest globally2:
|1||Global economies are growing, but at different paces|
|2||Powerful demographics are supporting economic growth|
|3||Diversify fixed income opportunities and risks globally for a more robust core|
|4||Growth and income opportunities are available to active global equity investors|
|5||Global volatility management strategies may offer a better hedge|
View a short video on why we believe there are
five main reasons for going global now.
1Source: Simfund, Investment Company Institute Retail Investor Classifications as of 12/31/17.
2Investing overseas has additional risks, including changes in currency exchange rates, political and economic concerns, as well as social instability in less developed countries.
View prospectus’ for Dreyfus/Standish Global Fixed Income Fund, Dreyfus International Bond Fund, Dreyfus Global Emerging Markets Fund, Dreyfus Global Equity Income Fund, Dreyfus Dynamic Total Return Fund, Dreyfus Global Real Return Fund.
Asset allocation and diversification cannot ensure a profit or protect against loss in declining markets. Equities are subject to market, market sector, market liquidity, issuer, and investment style risks, to varying degrees. There is no guarantee that dividend-paying companies will continue to pay, or increase, their dividend. Bonds are subject to interest-rate, credit, liquidity, call and market risks, to varying degrees. Generally, all other factors being equal, bond prices are inversely related to interest-rate changes and rate increases can cause price declines. Investing in foreign denominated and/or domiciled securities involves special risks, including changes in currency exchange rates, political, economic, and social instability, limited company information, differing auditing and legal standards, and less market liquidity. These risks generally are greater with emerging market countries. Management risk is the risk that the investment techniques and risk analyses applied will not produce the desired results and that certain policies or developments may affect the investment techniques available to managing certain strategies.
The MSCI World is a stock market index of 1,643 ‘world’ stocks. It is maintained by MSCI Inc., formerly Morgan Stanley Capital International, and is used as a common benchmark for ‘world’ or ‘global’ stock funds. The index includes a collection of stocks of all the developed markets in the world, as defined by MSCI.
This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, investment manager or account arrangement. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Please consult a legal, tax or investment advisor in order to determine whether an investment product or service is appropriate for a particular situation. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. The Dreyfus Corporation and MBSC Securities Corporation are companies of BNY Mellon. © 2018 MBSC Securities Corporation, 225 Liberty Street, 19th Floor, New York, NY 10281.