Investors may want to reduce international exposure right now and stick with the home court.
"One of the highest predicting factors for [the] future performance of international stocks versus U.S stocks is what the U.S dollar does," Arthur told CNBC's "ETF Edge" this week.
"From 2011 to 2022, the dollar was in a straight bull market, so you were gonna lose in international equities no matter what you did."
That's a perfect setup where we're going to be cutting rates before the rest of the world.
That's where the catalysts will have to be to see value come back, to see international come back [and] to see emerging come back."
Persons:
Kim Arthur, Arthur, CNBC's, Mike Akins, Akins, I'm
Organizations:
Main Management, U.S, Bank, Microsoft, Apple
Locations:
U.S