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Jun 2025
18m 54s

Is the International Outlook Brighter Th...

MORNINGSTAR
About this episode

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.

 

Key Takeaways:

How the Markets Have Been Handling Volatility in 2025

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

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

Will International Stocks Outperform US Stocks?

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

Should Investors Broaden Their International Stock Exposure?

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

How Rising Yields in Fixed Income Can Create Opportunities for Investors  

How the Shape of the Yield Curves Have Shifted

How US Investors Can Mediate US Dollar Weakness With International Equity Exposure 

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 

Bull or Bear? Here’s How the Outlook for Stocks Stacks Up 

BlackRock’s Rick Rieder: Why the US Economy Is Going to Be Fine 

6 Charts on How Trump’s Tariffs Have Upended Global Markets 

Should Investors Rethink Global Diversification Amid Tariff Uncertainty? 

What Higher Bond Yields Mean for Markets in 2025 

Why the Bond Market Looks Brighter Than It Did in 2022 

The Trade Deals That Could Calm Wall Street 

Why Holding Assets Outside the US Dollar Has Paid Off in 2025 

Consumer Stocks Stand Out Among Opportunities for the Second Half of 2025 

For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds 

How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say

 

What to watch from Morningstar. 
Digital Advice in 2025: What You Need to Know About Robo-Advisors 

Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Market Volatility: Portfolio Diversification Is Winning in 2025

13 Elite Companies With Fast-Growing Dividends

 

Read what our team is writing:

Philip Straehl 

Dominic Pappalardo 

Ivanna Hampton 

 

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