(The Telegraph) - The underlying principle of putting your eggs in more than one basket is alive and well.
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https://www.telegraph.co.uk/business/2022/04/13/keep-calm-carry-investing-shares-bonds/
By Tom Stevenson
April 13, 2022
International equities have posted strong returns of late, but Schafer Cullen’s Pravir Singh argues the opportunity is far from exhausted. With U.S. portfolios concentrated in AI-driven tech stocks, Singh explores why valuation discounts persist abroad, where global competitive advantages reside, and why active management matters more than ever in dividend-focused international strategies. From currency dynamics to political risk assessment, Singh outlines a multidimensional case for ex-U.S. exposure.
Warren Buffett is warning that the risks posed by rapid AI development are reminiscent of a geopolitical issue that defined much of his career.