2 of America's best wealth managers for the ultrarich say they've found the perfect way to blend US and international investment. Here's how they're constructing client portfolios.

México Noticias Noticias

2 of America's best wealth managers for the ultrarich say they've found the perfect way to blend US and international investment. Here's how they're constructing client portfolios.
México Últimas Noticias,México Titulares
  • 📰 BusinessInsider
  • ⏱ Reading Time:
  • 42 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 20%
  • Publisher: 51%

As investors size up rising US equities and struggling overseas stocks, two top wealth managers explain how they're getting the best mix of the two.

But some of the most acclaimed wealth managers in the US say they aren't picking a side. They're getting around the debate by focusing on US stocks that give them the exposure they want without taking on more risk than they're comfortable with.

Fellow wealth manager Rebecca Rothstein concurs:"We feel as if we get enough exposure through the US market and using multinational companies," she said. While they're mostly sticking with stocks based in the US, both Mallouk and Rothstein stress that anyone with an investment portfolio needs to diversify outside the country to reduce their risk and add potential upside. But they argue that their approach is a way to get the best of both worlds.made 43% of their overall revenue outside the US in 2018. The tech, materials, and energy sectors all get most of their revenue from other countries.

"We are much lighter than the firm's model in emerging markets and international," she said."We think that we get a decent amount of exposure through the way that we buy multinationals."

Hemos resumido esta noticia para que puedas leerla rápidamente. Si estás interesado en la noticia, puedes leer el texto completo aquí. Leer más:

BusinessInsider /  🏆 729. in US

México Últimas Noticias, México Titulares

Similar News:También puedes leer noticias similares a ésta que hemos recopilado de otras fuentes de noticias.

Simone Biles captures sixth U.S. gymnastics title after triple-double flipSimone Biles captures sixth U.S. gymnastics title after triple-double flipSimone Biles puts on a show in the finals, overcoming a sloppy opening-night performance to earn her sixth U.S. gymnastics title.
Leer más »

How ‘The Marvelous Mrs. Maisel,’ ‘Veep,’ ‘When They See Us’ Redefine ‘Strong Female Characters’How ‘The Marvelous Mrs. Maisel,’ ‘Veep,’ ‘When They See Us’ Redefine ‘Strong Female Characters’Emmy-nominated roles among the leading actress categories have never been so diverse or realized, nor have they ever been so intimate. From assassins and ambitious presidential hopefuls to standup …
Leer más »

Simone Biles makes more history at U.S. Gymnastics ChampionshipsSimone Biles makes more history at U.S. Gymnastics ChampionshipsBiles became the first woman to land a triple double (two flips and three twists) in competition on the floor en route to a record sixth U.S. all-around title.
Leer más »

Head of U.S. special operations forces orders review after scandalsHead of U.S. special operations forces orders review after scandalsHead of all US Special Operations Command is initiating a comprehensive review of all Special Operations Forces culture and ethics, according to memo sent to commanders.
Leer más »

On anniversary of rally, how Charlottesville changed usOn anniversary of rally, how Charlottesville changed usIt’s been nearly a year since white nationalists and neo-Nazis clashed with counterprotesters in Charlottesville, Va., leaving a young woman and two state police officers dead and a nation that has long struggled with the dark side of its complicated racial history shaken to its core.
Leer más »

Iran warns the U.S. and allies' arms sales could 'blow up' Middle EastIran warns the U.S. and allies' arms sales could 'blow up' Middle EastIran's foreign minister warned that 'the threats are coming from the U.S. and its Western allies who are pouring weapons in the region.'
Leer más »



Render Time: 2025-04-06 00:18:48