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International Stocks – A Portfolio’s Missing Piece?

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Manage episode 489491065 series 3255164
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.
As of late May, the US ranks 39th out of 44 global stock markets—firmly in the bottom 15%. Meanwhile, international markets are gaining momentum, with 7 of the top 10 performing countries located in Europe. This performance gap appears to be supported by improving fundamentals, favorable currency trends, and rising earnings expectations across the region. Can it continue? In this episode of Simple, But Not Easy, host Nick VanDerSchie is joined by Morningstar’s Paul Tait and international equity portfolio manager Nabil Salem to explore why now may be the right time to take a fresh look at international diversification.
  continue reading

127 episodes

Artwork
iconShare
 
Manage episode 489491065 series 3255164
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.
As of late May, the US ranks 39th out of 44 global stock markets—firmly in the bottom 15%. Meanwhile, international markets are gaining momentum, with 7 of the top 10 performing countries located in Europe. This performance gap appears to be supported by improving fundamentals, favorable currency trends, and rising earnings expectations across the region. Can it continue? In this episode of Simple, But Not Easy, host Nick VanDerSchie is joined by Morningstar’s Paul Tait and international equity portfolio manager Nabil Salem to explore why now may be the right time to take a fresh look at international diversification.
  continue reading

127 episodes

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