angle-left null The Mounting Case for Eafe Equities
Manager Insights

The Mounting Case for Eafe Equities

White Paper Manager Insights Active Equity
June 2017
The Mounting Case for Eafe Equities

Senior Portfolio Manager Mark Bogar, CFA, and Senior Portfolio Strategist William Adams discuss the investment opportunity in EAFE markets due to positive macro trends, the end of financial repression for regional banks, and better valuation and earnings potential than the U.S. Today, there is a clearer path to better earnings growth from a much lower base, creating an opportunity for compelling absolute and relative performance for European and Japanese equities.

On January 31, 2018, The Boston Company and Standish merged into Mellon Capital to form a combined entity, BNY Mellon Asset Management North America Corporation. Effective January 2, 2019, this entity was renamed Mellon Investments Corporation.