Is the International Outlook Brighter Than the US?

Is the International Outlook Brighter Than the US?

Locating the best opportunities for stocks, bonds, and currencies.

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.


00:48 How the Markets Have Been Handling Volatility in 2025

02:10 Why Economic Data Has Stayed More Stable Than the Markets During Volatility

03:59 Why the Timing and the Scale of the Tariffs Were a Shock to the Market

04:48 Will International Stocks Outperform US Stocks?

05:53 Why Now Is the Time to Check Your International vs US Stock Allocation

07:23 Should Investors Broaden Their International Stock Exposure?

07:58 Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility

09:57 How Rising Yields in Fixed Income Can Create Opportunities for Investors

11:22 How the Shape of the Yield Curves Have Shifted

12:47 How US Investors Can Mediate US Dollar Weakness With International Equity Exposure

14:59 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 https://www.morningstar.com/markets/2...

Bull or Bear? Here’s How the Outlook for Stocks Stacks Up https://www.morningstar.com/markets/b...

BlackRock’s Rick Rieder: Why the US Economy Is Going to Be Fine https://www.morningstar.com/markets/b...

6 Charts on How Trump’s Tariffs Have Upended Global Markets https://www.morningstar.com/markets/6...

Should Investors Rethink Global Diversification Amid Tariff Uncertainty? https://www.morningstar.com/funds/sho...

What Higher Bond Yields Mean for Markets in 2025 https://www.morningstar.com/markets/w...

Why the Bond Market Looks Brighter Than It Did in 2022 https://www.morningstar.com/bonds/why...

The Trade Deals That Could Calm Wall Street https://www.morningstar.com/markets/t...

Why Holding Assets Outside the US Dollar Has Paid Off in 2025 https://www.morningstar.com/portfolio...

Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025 https://www.morningstar.com/markets/c...

For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds https://www.morningstar.com/bonds/inv...

How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say https://www.morningstar.com/economy/h...



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Read what our team is writing:

Philip Straehl https://www.morningstar.com/people/ph...

Dominic Pappalardo https://www.morningstar.com/people/do...

Ivanna Hampton https://www.morningstar.com/people/iv...



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