
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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
From "Investing Insights"
Comments
Add comment Feedback