So with a period of growth and no fear of recession, investors should remain risk-on, fully invested and overweight equities around the world to diversify, Browne advised.
Investors interested in gaining exposure to the international markets may also consider factor-based strategies that provide upside potential while limiting downside risk. For instance, dividend ETF investors who are seeking stability, along with exposure to the growing U.S. markets, should look to quality instead of chasing after yields through investment options like FlexShares Quality Dividend Index Fund (NYSEArca: QDF), FlexShares Quality Dividend Dynamic Index Fund (NYSEArca: QDYN) and the FlexShares Quality Dividend Defensive Index Fund (NYSEArca: QDEF).
Investors can also target international exposure through options like the FlexShares International Quality Dividend Index Fund (NYSEArca: IQDF), FlexShares International Quality Dividend Defensive Index Fund (NYSEArca: IQDE) and FlexShares International Quality Dividend Dynamic Index Fund (NYSEArca: IQDY), which incorporate various screens to select quality dividend payers from international markets.
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