Are your investments mostly U.S. based? Here you can discover strategies to globalize your portfolio and capitalize on worldwide trends that could drive investment growth for decades. 

Four Major Trends Are Driving Global Growth: 

  1. Increased Wealth
  2. Technologlical Innovation
  3. Dynamic Reinventions
  4. Changing Demographics

Also, jump directly to our asset allocation guide and view all funds.

Increased Wealth

Do You Own Enough International Stocks

Rising Affluent Want the Same Scarf Jackie Onassis Made Famous in Capri

The world’s ranks of millionaires and billionaires are growing. Many want to signal their success with an iconic luxury item – like the Hermes scarf Jackie Kennedy was often photographed in or the Kelly bag from the same company that Grace Kelly famously used to conceal a pregnancy. That level of cachet is what gives a nearly 200-year old brand like Hermes (Oppenheimer Funds: OIGYX & OIDYX) staying power. 

Funds related to this story:

 

Do You Own Enough International Stocks

A Norwegian and a Danish Company Are Feeding the Global Demand for Healthier Diets 

With more money, people look to eat healthier. That is why fish consumption is on the rise. Mowi (Oppenheimer Funds: OGIYX), the Norwegian firm that is the world’s largest supplier of salmon, is feeding that appetite for healthier diets. So too is Chr. Hansen (Oppenheimer Funds: GLVYX). The Dutch firm provides natural ingredients to replace the chemicals in foods. Given their business models, both companies also appeal to sustainability-minded investors.

Funds related to this story:

 

Do You Own Enough International Stocks

Africa Could Overtake the U.S. in Beer Sales 

Demand for beer is surging across Africa. For the world’s biggest brewers, Africa is their fastest-growing region, with Nigeria and South Africa the top markets. Beer consumption across the region may overtake U.S. levels.

Companies like Heineken (Oppenheimer Funds: OIDYX & ODVYX) are acquiring local brewers and marketing their international brands, as more Africans are buying the same labels Americans and Europeans enjoy.

Funds related to this story:

 

Do You Own Enough International Stocks

South Korea Is the New Center of Asian Beauty 

The ascendancy of South Korean culture, especially music and TV, has helped the country surpass Japan as the trendsetter for Asian beauty standards. One of the South Korean companies leading the way is Amore Pacific (Oppenheimer Funds: OIDYX, QIVYX & ODVYX), which offers makeup, fragrance, and skin care products.

Funds related to this story:

 

Technological Innovation

Do You Own Enough International Stocks

Stockholm is Leading the Way in the Transition from Cash to Digital Payments 

Carrying cash in your wallet may soon become unnecessary. Providing a clear sign of the future, residents of Stockholm now use digital payments for 80% of their recurring bills and daily purchases. As the world goes increasingly cashless, companies with established track records for delivering secure and reliable digital transactions, like Mastercard (Oppenheimer Funds: GLVYX) and  Paypal (Oppenheimer Funds: GLVYX & OGLYX), will likely become even more trusted sources

Funds related to this story:

 

Do You Own Enough International Stocks

China is Shaping the Future of Retail 

Alibaba’s (Oppenheimer Funds: GLVYX, ODVYX, OIDYX, OIGYX & QIVYXHema brand of stores serve as walk-in restaurants, food and grocery purchase points, and warehouses for online delivery. Stores in operation for over 18 months are reporting revenues up to five times those of traditional offline stores. Sixty percent of Hema’s sales are through the online delivery channel, making the stores far more productive, for far more hours of the day, than pure offline stores.

Funds related to this story:

 

Do You Own Enough International Stocks

German Firm Proving That Software Is a Growth Business

Like other software companies, SAP(Oppenheimer Funds: OIGYX, OIDYX, QIVYX & OGLYXexperienced stagnant growth for many years. A move to the cloud and its latest software-upgrade plan have changed things. Forty-percent of the companies signing up for its new S/4 HANA business-application software suite have been first time clients, and the company will benefit as its existing customers make the upgrade. It may be time to rethink assumptions about “slow-growing” software companies.

Funds related to this story:

 

Do You Own Enough International Stocks

Investors Have Multiple Ways to Participate in the Popularity of Gaming

For investors, gaming’s popularity has created multiple opportunities. These include developers such as Electronic Arts (Oppenheimer Funds: GLVYX), the publisher of series such as Battlefield and Madden NFL, and Nintendo (Oppenheimer Funds: OGLYX, GLVYX, OIDYX & QIVYX), which has created top-selling game franchises and game-playing devices, such as the Switch. In China, the world’s biggest gaming market, Tencent (Oppenheimer Funds: GLVYX, OIDYX, QIVYX & ODVYX) is a major player and a global one. It owns 40% of Epic Games, the publisher of Fortnite.

Funds related to this story:

 

Dynamic Reinventions

Do You Own Enough International Stocks

Quality Education Has Help Propel Ghana’ Economic Growth

In the 62 years since Ghana (Oppenheimer Funds: OIBYX) gained independence from colonial rule, Ghana has been able to create a democratic society. Over the past 25 years, it has had only three changes in leadership. The country has made great strides in reducing poverty, providing universal healthcare, and developing sound infrastructure. Its per capita GDP has doubled over the past decade, in part because of its good educational system.

Funds related to this story:

 

Do You Own Enough International Stocks

A New Era for the Greek Economy

As part of the conditions for its bailout, Greece (Oppenheimer Funds: OIBYX) had to implement an austerity program that brought on a recession and high unemployment. But as with other countries that suffer from a debt crises, once the worst is over, a cycle of recovery often starts. The Greek economy is growing. The government is maintaining fiscal discipline. Jobs are being created, and investor confidence is returning.

Funds related to this story:

 

Do You Own Enough International Stocks

Need a New Job or Wedding Planning Tips? A Tokyo Firm Can Deliver

The Tokyo-based Recruit Holdings (Oppenheimer Funds: QIVYX & OIDYX) provides web sites that cater to clients who range from employers looking to fill staffing needs to consumers searching for travel, dining, and beauty tips. In 2012, Recruit acquired the U.S. based job-search engine Indeed, which is now the world’s largest job search platform. In the search business, scale is critical and Recruit has that scale.

Funds related to this story:

 

Do You Own Enough International Stocks

Reforms May Allow India to Capitalize On Its Strengths

India (Oppenheimer Funds: OIBYX & OEMYX) has instituted a number of reforms. A goods and services tax created a unified domestic market. A new bankruptcy framework made it easier for companies to restructure when necessary. The central bank now has a better way to manage inflation. In the fourth quarter of 2017, the economy, relative to the fourth quarter of 2016, grew 7.2% -- a promising sign that these reforms could spur growth.

Funds related to this story:

 

Changing Demographics

Do You Own Enough International Stocks

A Professor’s Insights on Drug Research Is Now Helping Major Pharmaceutical Firms

A University of Tokyo professor’s research led to a company that offers a platform that pharmaceutical companies can use to improve the efficiency of their drug discovery process. The company, PeptiDream (Oppenheimer Funds: OGIYX), is now partnering with Bristol-Myers-Squibb, Eli Lilly, GlaxoSmithKline, and Novartis, as they all employ PeptiDream’s proprietary Peptide Discovery Platform System (PDPS) technology.

Funds related to this story:

 

Do You Own Enough International Stocks

Emerging Markets Have Become a Hotbed of Biotech Innovation

One of the solutions to the high costs of prescription drugs in the world’s developed markets may come from a company based in Bangalore, India. The biotechnology company Biocon (Oppenheimer Funds: ODVYXOIDYX & EMIYX) is developing treatments for diabetes, auto-immune diseases, and cancer. Biocon has also entered a partnership with a European-based, major pharmaceutical company to market its biosimilars--which are nearly exact copies of biological drugs--across developed markets.

Funds related to this story:

     

    Do You Own Enough International Stocks

    A Small U.S. Firm Is Developing Innovative Cancer Treatments 

    Nektar Therapeutics (Oppenheimer Funds: OGIYX), a San Francisco-based pharmaceutical company, is working on a drug that stimulates the production of cancer-fighting T-cells in the body’s immune system that will attack and shrink tumors with fewer side effects than other commonly used therapies. It is also working on therapies that can address autoimmune diseases and chronic pain.

    Funds related to this story:

     

    Do You Own Enough International Stocks

    Chilly Antarctica Has Become a "Hot" Tourist Destination

    Visits to Antarctic jumped by 15% last year. Rising incomes around the world and aging populations have swelled the ranks of retirees with money to spend on “transformational” experiences. For cruise-line companies like Carnival (Oppenheimer Funds: OIDYX, QIVYX & OIGYX), these trends have brought steady annual increases in passengers, as more people board cruise ships for unique experiences like trekking across glaciers with penguins.

    Funds related to this story:


      How to Globalize Your Portfolios

      Once you educate clients about the value of thinking more globally, the next question is how do you develop an allocation strategy for them that provides the optimal level of global exposure. The following asset allocation strategy is built on two general principles. The first is that a major world index – the MSCI All Country World Index – can provide guidance on how to allocate equity holdings across the U.S., international developed (both large and small and mid-cap), and emerging stock markets. The second is that fixed-income allocations across global markets can be guided by the income levels you need. We’ve recently written about that in length based on a Black-Litterman Optimization framework. The goals of the optimizations are to provide potential guideposts for investors as they seek to build new income portfolios out of asset classes beyond the Bloomberg Barclays U.S. Aggregate Bond Index. Using this framework, an investor looking to achieve a yield from 3% to 5% yield, for example, might consider allocating about 6% of their total portfolio towards a higher yielding, albeit higher risk, asset class like international debt. These allocation percentages are in no way recommendations, but they may serve as useful context for asset allocation considerations.

       

      Global Equities 

      Do You Own Enough International Stocks

      These portfolios invest both in the United States and anywhere else in the world. They give portfolio managers the freedom to invest in what they consider to be the best companies in the world. They allow investors to gain full global diversification in a single portfolio.

       

       

      International Equities 

      Do You Own Enough International Stocks

      These portfolios invests almost exclusively in countries outside the United States. They enable investors and advisors to target non-U.S. markets and make their own decisions about their global diversification strategies.

       

       

      International Debt 

      Do You Own Enough International Stocks

      These funds can invest anywhere in the world in bonds issued both by government and corporations. They allow investors to diversify their holdings and not be entirely dependent on what is happening with the U.S. economy and interest rates. We believe a global debt portfolio has many more opportunities to find income and returns for investors. That extra income can come from higher interest rates in other countries, higher yields on corporate debt outside the United States, or the returns available from the fluctuations in other country’s currencies.