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Is the International Outlook Brighter Than the US?

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Manage episode 491106585 series 2753
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management.

Key Takeaways:

How the Markets Have Been Handling Volatility in 2025

Why Economic Data Has Stayed More Stable Than the Markets During Volatility

Why the Timing and the Scale of the Tariffs Were a Shock to the Market

Will International Stocks Outperform US Stocks?

Why Now Is the Time to Check Your International vs US Stock Allocation

Should Investors Broaden Their International Stock Exposure?

Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility

How Rising Yields in Fixed Income Can Create Opportunities for Investors

How the Shape of the Yield Curves Have Shifted

How US Investors Can Mediate US Dollar Weakness With International Equity Exposure

Key Takeaways on the US Market Outlook vs International Market Outlook

Read about topics from this episode.

2025 Morningstar Investment Conference: How to Invest Today

Bull or Bear? Here’s How the Outlook for Stocks Stacks Up

BlackRock’s Rick Rieder: Why the US Economy Is Going to Be Fine

6 Charts on How Trump’s Tariffs Have Upended Global Markets

Should Investors Rethink Global Diversification Amid Tariff Uncertainty?

What Higher Bond Yields Mean for Markets in 2025

Why the Bond Market Looks Brighter Than It Did in 2022

The Trade Deals That Could Calm Wall Street

Why Holding Assets Outside the US Dollar Has Paid Off in 2025

Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025

For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds

How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say

What to watch from Morningstar.
Digital Advice in 2025: What You Need to Know About Robo-Advisors

Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Market Volatility: Portfolio Diversification Is Winning in 2025

13 Elite Companies With Fast-Growing Dividends

Read what our team is writing:

Philip Straehl

Dominic Pappalardo

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

434 episodes

Artwork
iconShare
 
Manage episode 491106585 series 2753
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management.

Key Takeaways:

How the Markets Have Been Handling Volatility in 2025

Why Economic Data Has Stayed More Stable Than the Markets During Volatility

Why the Timing and the Scale of the Tariffs Were a Shock to the Market

Will International Stocks Outperform US Stocks?

Why Now Is the Time to Check Your International vs US Stock Allocation

Should Investors Broaden Their International Stock Exposure?

Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility

How Rising Yields in Fixed Income Can Create Opportunities for Investors

How the Shape of the Yield Curves Have Shifted

How US Investors Can Mediate US Dollar Weakness With International Equity Exposure

Key Takeaways on the US Market Outlook vs International Market Outlook

Read about topics from this episode.

2025 Morningstar Investment Conference: How to Invest Today

Bull or Bear? Here’s How the Outlook for Stocks Stacks Up

BlackRock’s Rick Rieder: Why the US Economy Is Going to Be Fine

6 Charts on How Trump’s Tariffs Have Upended Global Markets

Should Investors Rethink Global Diversification Amid Tariff Uncertainty?

What Higher Bond Yields Mean for Markets in 2025

Why the Bond Market Looks Brighter Than It Did in 2022

The Trade Deals That Could Calm Wall Street

Why Holding Assets Outside the US Dollar Has Paid Off in 2025

Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025

For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds

How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say

What to watch from Morningstar.
Digital Advice in 2025: What You Need to Know About Robo-Advisors

Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Market Volatility: Portfolio Diversification Is Winning in 2025

13 Elite Companies With Fast-Growing Dividends

Read what our team is writing:

Philip Straehl

Dominic Pappalardo

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

434 episodes

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