Michael Msika

Senior market/equity strategist who provides analysis on global stock market performance and the drivers behind regional disparities and investment trends.

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Dec 19, 2025 • 9min

Here's Why US Stocks Underperformed The World in 2025

Michael Msika, a seasoned market strategist, dives into the unexpected underperformance of US stocks in 2025 despite record highs. He discusses how Europe and emerging markets surged ahead, attributing this to factors like tariff impacts and shifting corporate strategies. Msika also explores the implications of tech concentration and AI on market volatility. With a forward-looking perspective, he forecasts a promising convergence in earnings for 2026, highlighting the potential rise of European fiscal support and emerging markets.

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