Barron's Streetwise The Kale of Investing Is Tasting Better
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May 30, 2025 Nanette Abuhoff Jacobson, a global investment strategist at Hartford Funds, dives into the resurgence of international markets. She highlights the surprising outperformance of ex-US stocks, urging investors to diversify. The discussion touches on tariffs, globalization, and shifts in tech sectors driving growth. Jacobson also compares Germany's cautious economic strategy with the US approach and reveals emerging opportunities in Europe and Japan, advocating for strategic investments amidst changing economic landscapes.
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International Stocks Reemerging
- International stocks have underperformed U.S. stocks for about 15 years, but this may be shifting now.
- Early this year, international markets outperformed the U.S. S&P 500 by 13 percentage points year to date.
Five Catalysts Boost International Stocks
- Five catalysts support international markets' resurgence including U.S. tariff effects and Europe’s fiscal stimulus.
- These catalysts suggest a shift from U.S. dominance toward better performance overseas.
Tech Sector Challenges and Opportunities
- U.S. tech sector faces questions on capital investment returns and increased competition.
- Europe's tech and regulatory outlook is improving, potentially boosting European markets.