If a political regime is overthrown, that could have a huge effect on investments in that country. Douglass: [laughs] Right. That opens up a lot of possibilities overseas, if they start to really develop the Shurgard brand over there. Fully protect an income of R20 000pm from only R65 a month. Perhaps that's not surprising, because there's a lot of geographic dispersion in real estate. Frankel: Yeah. There's a lot of reasons to like TD Bank. I think one of the key core ones is the other side of that volatility, which is fast-growing, exciting investments. But that doesn't mean you want to put all of your money into America's economy. effect caused on a company’s cash flows due to unexpected currency rate fluctuations There's a lot of reasons to like TD Bank. If you live on the East Coast, you've probably seen a TD Bank branch, but they're not throughout the United States yet, which is one of the big reasons I like the stock. The Motley Fool owns shares of and recommends Amazon. Guidance for the year is for core FFO to get to nearly $3 a share from $2.81 last year. Well, one of the things that a primarily domestic stock portfolio is highly correlated to is, well, U.S. economic performance. Basically, there are different regulatory requirements country by country, and that can make a really big difference in terms of what story you learn about a company. Douglass: Yes. Right now, for example, there's big oversupply worries in the senior housing market. A company based in London is very different from a company that's based in, let's say, São Paulo. But, there are opportunities to diversify your holdings to make sure that you have these opportunities to benefit when other countries are prospering in ways that the United States isn't. Having said that, it's really difficult to get an exact percentage. The statistic that stands out to me the most about Prologis is that online or e-commerce sales requires three times the distribution center space of brick and mortar retailers. Because of our episode last week about dividend yield traps, lest you think that means we don't like dividend-yielding stocks, Matt and I both love REITs, and we both love talking about REITs. These are investments that can be growing faster. In part, the answer will depend on your appetite for risk and the length of your investment horizon. The nice thing there is, sure, most of your investment in the company is based off these large, mature markets, but there's significant optionality in some of these other markets, which are commanding much lower rents, but long-term, as they continue to expand and demand increases and etc., there are a lot of opportunities for that company to grow. It’s not clear what prompted the Swiss investigation. How to Get International Equity Exposure on The Cheap One of the least expensive is the Schwab International Equity ETF (SCHF). U.S.-based companies operate on the dollar. It's in England. Stock Advisor launched in February of 2002. Let's turn to another REIT -- actually, our next two are both REITs, as well. MOTI is an international spin-off of the VanEck Vectors Morningstar Wide Moat ETF (MOAT A-). Michael Douglass: Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. ... Not only do you get access to great American-listed companies, but most of them are global companies meaning you get exposure … Douglass: Yeah. Frankel: Yeah, it's kind of the same thought process as when you put all of your portfolio in bank stocks. - Four speedskaters from the territory got international racing experience and some achieved personal best times at a competition in B.C. How much should you invest outside the U.S.? The companies listed on an international exposure index generate approximately 50% of their annual returns outside of their domestic market. Like I said, they're only in pretty much the East Coast right now, and they've done a great job of growing both organically and through acquisitions. That's another reason you don't want to be 100% in banks. Matthew Frankel owns shares of Public Storage and The Toronto-Dominion Bank. Douglass: Right. One of the other things to consider with international stocks, it can be both an advantage or a disadvantage, depending, is currency headwinds or tailwinds. The way we've chosen to interpret this on the Financials show, for the inaugural show of this theme week, is to talk about U.S. stocks with significant international exposure. Thousands of elderly Germans faced online error messages and jammed up hotlines Monday as technical problems marred the start of the coronavirus vaccine campaign for over-80s in the country's most populous state. The commission is mandated by Congress to report annually on the national security implications of the economic relationship between the two countries. So international exposure is moving higher, but not especially fast. Space radiation is a critical factor for astronaut safety as they venture to the Moon. Published March 12th, 2002 - 02:00 GMT. I wouldn't call us really conservative investors, but I would say, maybe we're not quite as high on the yield curve as a lot of other people. But the flip side of that is, you may also see really enormous swings. First one, obviously, political risk. WWE (NYSE: WWE) today announced expectations for its 2020 financial results and outlined guidance for 2021. There's limited information available on companies, especially in the emerging markets. So, the general theme so far is, we like stocks whose foreign exposure is a really nice complement to their U.S. exposure. Salameh, who has held the central bank post since 1993, has defended his role, alleging a systematic campaign meant to hold him responsible for the country’s financial crisis. As the ruling Communist Party faces growing questioning about China's vaccines and renewed criticism of its early COVID-19 response, it is hitting back by encouraging conspiracy theories that some experts say could cause harm. Not the best headline, maybe. Frankel: This is one that people in America, especially, are usually surprised to find out is not predominantly an American company. 5 Expected Social Security Changes in 2018, 6 Years Later, 6 Charts That Show How Far Apple, Inc. Has Come Since Steve Jobs' Passing, The $16,122 Social Security Bonus You Cannot Afford to Miss, Bitcoin's Biggest Competitor Isn't Ethereum -- It's This. Changes based on Blue Water Navy Vietnam Veterans Act of 2019 Blue Water Navy Veterans who served aboard ships in the open waters off the coast of Vietnam during the Vietnam War are now presumed to be exposed to Agent Orange. In short, be aware that not every country is as developed as America, and that's why they call some of these emerging markets. “The tactic is quite successful because of widespread anti-American sentiment in China.” Yuan Zeng, an expert on Chinese media at the University of Leeds in Great Britain, said the government’s stories spread so widely that even well-educated Chinese friends have asked her whether they might be true. 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It's Monday, May 14th, and we're kicking off our International Theme Week by talking about, well, international in financials. These are investments that can be growing faster. International experience on your CV - read this article along with other careers information, tips and advice on Guardian Jobs. Get tested with a viral test 1-3 days before you depart and again 1-3 days before you return. I like to keep it between 10-15% of my portfolio, international exposure. This is a self-storage REIT. As well, just consider your own risk appetite, in general. Satisfied Customers In Over 40 Countries. There have been periods in the past 20 years when you could have owned a China ETF for a 10-year period and quadrupled your money. Douglass: Right. TD, if you're not familiar, Toronto Dominion Bank is the official name. Germany's federal government has sought to distance itself from problems with the vaccine rollout, saying it's the responsibility of individual states to organize those efforts on the ground. Potential exposure to COVID-19 You may have been exposed to COVID-19 during recent travel, such as by airplane, cruise ship or train (any public conveyance). Public Storage, for example, has handily beaten the S&P over the past three decades. As always, people on the program may have interests in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so, don't buy or sell stocks based solely on what you hear. If one company does all of its business in California or Virginia or South Carolina or wherever, that's, to some extent, a concern, because a change in the regulatory environment in that one state can have a really outsized impact, or a natural disaster, or who knows? The Associated Press, ‘Notorious’ was gracious in defeat, as was his coach. Photo: Tobias Schwarz/AFP/Getty Images) One critical question for all stock investors is, what should my international exposure be? As a result, their growth tends to be a little bit slower compared to some of the smaller folks like Extra Space Storage. So, as we gradually transition to more and more e-commerce, it's a very positive catalyst for Prologis long-term. Investors searching for diversified, cost-effective international equity exposure have plenty of options in the world of ETFs. Former President Donald Trump, trying to deflect blame for his government’s handling of the pandemic, said last year he had seen evidence the virus came from a Wuhan laboratory. Follow him on Twitter to keep up with his latest work! Douglass: Wow, talk about market share. The same thing is true for other countries, as well. Frankel: [laughs] No. How much should you invest outside the U.S.? Giuliani's lawyer, Robert Costello, did not immediately respond to a request for comment. Douglass: Yeah. As a result, their growth tends to be a little bit slower compared to some of the smaller folks like Extra Space Storage. In addition to that, if you just want to set it on autopilot, you can use an ETF or mutual fund to invest in foreign companies. Consider that the average 30-second commercial spot in a primetime network show is $110,200; I'll gladly take a … And frankly, you look at core business metrics, they boosted revenue 10% year over year last quarter. Not a huge majority, but that means they're active in the disposition market there, and they're seeing opportunities, which, hopefully, they can then leverage that deep knowledge into building their square footage footprint in these outside-of-the-U.S. markets. So, you really have to consider what the opportunity might be for a well-placed company in a fast-growing economy. Here in the U.S., it's a good year if we get to 2%. However, you don't necessarily need to buy the stocks of foreign companies. These are kind of their two big growth markets. It can be much more difficult to value companies from emerging markets especially, and even developed countries around the world that don't have the same regulatory requirements that we do here. In this episode of Industry Focus: Financials, host Michael Douglass and financials specialist Matt Frankel discuss how you can get international stock exposure with companies you already know. Again, you're never going to get the kind of growth that you'll get from some small-cap tech stock. If you have traveled to a lot of countries, perhaps you've done business in other countries, you'll have a better understanding of what the puts and takes are as you're thinking about how to allocate your portfolio there. Diversify and stabilize your portfolio So, the general theme so far is, we like stocks whose foreign exposure is a really nice complement to their U.S. exposure. 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