Go offline with the Player FM app!
Is the International Outlook Brighter Than the US?
Manage episode 491106585 series 2753
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:
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/
434 episodes
Manage episode 491106585 series 2753
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:
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/
434 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.