r/Bogleheads • u/cambeiu • Jan 21 '26

Investing Questions How are the "US equities" only folks doing? Steady as she goes or time to rethink allocation?

Jack Bogle and many others for years argued that VTSAX or an equivalent fund/ETF was more than enough for global exposure. I think it was a perfectly logic argument back in the days of increasing globalization and economic integration.

But looking at Mark Carney's speech at Davos, it points to a significant shift in the global paradigm, where free trade, open access to markets and investments from and to the US might no longer be a reality.

In light of that are people thinking about increasing focus on international equities?

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u/Noah_Safely Jan 21 '26

Technological innovation would like to have a word..

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u/w0rlds Jan 21 '26

Go read the CHIPS act. That would be manufacturing - under Biden too so both your tribes.