11 months ago

International Stocks Outpace U.S. Markets Amid Economic Concerns

International Stocks Outpace U.S. Markets Amid Economic Concerns
US stocks are breaking records. The rest of the world is doing better. · livemint.com

The U.S. stock market is doing well, but international stocks are doing even better.

This is because some investors are worried about the U.S. economy and trade issues.

The value of the U.S. dollar has also decreased, which helps international companies.

While U.S. stocks have grown a lot in the past, some analysts think they might be too expensive.

Countries like South Korea, Germany, and Japan have seen strong stock market gains.

Experts suggest that investing outside the U.S. can offer better opportunities.

Even though the U.S. economy is still growing, other countries are now catching up, and it's making some investors change where they put their money.

Key facts

S&P 500 2025 Performance
Up 15%
MSCI All Country World ex USA Index 2025 Performance
Up 26%
Nikkei 225 Increase
24%
WSJ Dollar Index Drop
6.3%
S&P 500 Companies Projected Earnings Multiple
23 times
U.S. Economic Growth (2025 Projection)
1.9%

Quotes

Daniel Casali

chief investment strategist at U.K.-based Evelyn Partners

“It just woke up investors to think there are alternatives here”
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“We must diversify a little bit because you really don’t know what’s going to come out of the White House.”
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Ken Ryan

a portfolio manager at Parnassus Investments

“This isn’t only geographic diversification”
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“Investing in U.S. markets is almost becoming a one-way concentrated bet on the development and proliferation of AI.”
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Josh Emanuel

chief investment officer at Wilshire

“The question is, do you want to underweight what is this primary driver of innovation, growth, profit margins?”
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“From our perspective, the answer is no.”
livemint.com

Sources

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