U.S. versus non-US equities: Is the tide turning?

U.S. versus non-US equities: Is the tide turning?

So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris Thomsen explore what's driving global markets and how investors can adapt. This episode is adapted from our September 25 webinar, "U.S. versus international equities: Is the tide turning?"

Topics include:

  • Why non-U.S. markets may be poised for a comeback
  • Key macro and policy trends shaping global equity markets
  • How U.S. markets are broadening beyond tech
  • Portfolio allocation strategies for a changing investment landscape



#CapGroupGlobal






For full disclosures go tocapitalgroup.com/global-disclosures








For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com.






If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.






Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi






This content is published by Capital Client Group, Inc.






U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html






To stay informed, follow us




LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all




YouTube: https://www.youtube.com/@CapitalGroup/videos






Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/






About Capital Group




Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.




Learn more: capitalgroup.com






Join us: capitalgroup.com/about-us/careers.html






Copyright ©2025 Capital Group

Jaksot(313)

Adapt or die: Retailers navigate the pandemic storm

Adapt or die: Retailers navigate the pandemic storm

Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are having their best year ever, she notes, whi...

4 Joulu 202032min

Health care's future is now

Health care's future is now

Medical technology has come a long way in the two decades since the sequencing of the human genome. Given the staggering advances ahead of us, combined with the immediate global need to find a vaccine...

22 Loka 202027min

Acorns to oaks: 2 views on small-cap stocks

Acorns to oaks: 2 views on small-cap stocks

Many small-cap stocks are among the world's most innovative and fastest growing companies, but the asset class tends to be more volatile than large-cap stocks. We check in with veteran small-cap inves...

24 Syys 202035min

Lessons learned from a half-century of investing

Lessons learned from a half-century of investing

As portfolio manager Claudia Huntington prepares to turn the page on a storied 47-year career at Capital Group, we couldn't help but request one final interview. Here she shares her top three lessons ...

10 Syys 202030min

Video games triumph in the stay-at-home era

Video games triumph in the stay-at-home era

Capital Group equity analyst Nathan Meyer discusses the rapid growth of the video game industry amid the COVID-19 pandemic. In the stay-at-home era, new gamers are entering the market and existing gam...

27 Elo 202032min

Municipal bond market: 2020 update

Municipal bond market: 2020 update

The year 2020 has been uncharacteristically eventful for the municipal bond market, which has seen multiple shifts in direction in just a few short months. We check in with resident muni portfolio man...

14 Elo 202033min

John Maynard Keynes and The Price of Peace

John Maynard Keynes and The Price of Peace

Author Zachary Carter discusses the themes behind his new book — "The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes." As one of the most important thinkers of the 20th century,...

17 Heinä 202045min

Engineering the future of civilization with Lord John Browne

Engineering the future of civilization with Lord John Browne

Engineers may not get the love they deserve, says author Lord John Browne, best known for his transformative tenure as CEO of energy giant BP. In this conversation recorded shortly before the COVID-19...

10 Heinä 202040min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
herrasmieshakkerit
ostan-asuntoja-podcast
rss-sisalto-kuntoon
psykopodiaa-podcast
rss-rahamania
inderespodi
rss-startup-ministerio
taloudellinen-mielenrauha
sijoituspodi
lakicast
rss-h-asselmoilanen
rss-lahtijat
rss-uppoava-vn-laiva
rss-myynnilla-on-asiaa-kert-kenner
sijoitusovi-podcast
bakkari-tarinoita-tapahtumien-takahuoneista
rss-seuraava-potilas