Investing Insights Is the International Outlook Brighter Than the US?
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Jun 27, 2025 Dominic Pappalardo and Philip Straehl, leaders at Morningstar Wealth, share their insights on international investing. They discuss how market volatility in 2025 has impacted US stocks and why international equities may be better bet right now. The duo highlights the importance of diversifying into emerging markets and undervalued global consumer stocks. They also explore the implications of rising bond yields and how US investors can navigate a weakening dollar by expanding their international exposure. A must-listen for savvy investors!
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2025 Market Volatility Overview
- Capital markets in early 2025 saw significant volatility despite some economic data staying stable.
- Sharp market swings included temporary bear markets and unusual yield curve moves.
Economic Stability Amid Market Volatility
- Economic data remained strong with steady GDP, inflation trending lower, and unemployment around 4.2%.
- The Federal Reserve faces a dilemma balancing inflation control and market support with interest rates.
Expect Volatility, Prepare for Shock
- Investors should expect bouts of volatility but prepare for unexpected triggers like tariffs.
- The rapid and large scale of tariff implementation shocked markets, limiting adjustment time for businesses.