How are the "US equities" only folks doing? Steady as she goes or time to rethink allocation?
Resume IA
Le post questionne la pertinence d'une allocation uniquement aux actions américaines face aux changements du paradigme global, et s'interroge sur l'intérêt d'augmenter l'exposition aux marchés internationaux.
Conseil cle
Réévaluer son allocation d'actifs en considérant les changements géopolitiques et économiques mondiaux
Jack Bogle and many others for years argued that VTSAX or an equivalent fund/ETF was more than enough for global exposure. I think it was a perfectly logic argument back in the days of increasing globalization and economic integration. But looking at [Mark Carney's speech at Davos](https://youtu.be/btqHDhO4h10?si=T8mObpsjyEDCLLcw&t=76), it points to a significant shift in the global paradigm, where free trade, open access to markets and investments from and to the US might no longer be a reality. In light of that are people thinking about increasing focus on international equities?
“Perhaps unsurprisingly given the fact that this post is politically adjacent there have been a large number of rule breaking comments on this post throughout the day. While they have been slowing down, I’m not sure the mod team has the spare bandwidth to keep circling back to remove additional comment threads—at least I am done for now. As such, I’m locking this post now unless/until another mod chooses to reopen it.”