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)

Chip off the old block: The semiconductor comes of age

Chip off the old block: The semiconductor comes of age

Not only has the semiconductor played an essential role in the proliferation of technology over the past half century, but the companies that design and make microchips have had to adapt to the changi...

19 Huhti 201940min

How to make your workplace a better place with Adam Grant

How to make your workplace a better place with Adam Grant

University of Pennsylvania professor Adam Grant talks with Capital Group's Matt Miller about the dynamics of success and productivity in the workplace. Might a six-hour work week help? Can procrastina...

5 Huhti 201933min

When is the next recession?

When is the next recession?

The next recession — when it will hit, what will trigger it — is top of mind for many investors now that the U.S. expansion is entering its 10th year. Capital Group economists Jared Franz and Darrell ...

22 Maalis 201933min

Today's retirement realities

Today's retirement realities

Employer-sponsored 401(k)s and other defined contribution plans have become the foundation of the U.S. retirement system, but there's a $5 trillion savings gap that still needs to be addressed. In thi...

8 Maalis 201924min

On the ground in China

On the ground in China

Recorded in Hong Kong, this episode takes you behind the scenes for an in-depth look at China and the critical issues of growth, trade and geopolitics. Host Matt Miller dropped in on investment analys...

22 Helmi 201941min

Which way Brexit?

Which way Brexit?

As the U.K. approaches a March 29 deadline to leave the European Union, Capital Group investment professionals discuss the market and economic implications of this seismic shift away from four decades...

15 Helmi 201929min

3 views on the markets in 2019

3 views on the markets in 2019

This episode features a revealing mix of perspectives from three Capital Group portfolio managers. Barry Crosthwaite examines the fundamentals of U.S. and Chinese markets to make sense of today's perp...

25 Tammi 201936min

Beyond yields and spreads: What drives the global bond market?

Beyond yields and spreads: What drives the global bond market?

Capital Group portfolio manager Mark Brett discusses worldwide opportunities in the fixed income markets. As rising interest rates, global trade disputes and geopolitical conflicts keep investors on e...

11 Tammi 201943min

Suosittua kategoriassa Liike-elämä ja talous

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